Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Thomas Fee is a registered representative of Nuveen Asset Management, LLC. Michael is a financial advisor with over six years of experience. Prior to joining Nuveen Asset Management, LLC, Michael was a financial advisor at J.P. MORGAN INSTITUTIONAL INVESTMENTS INC., and a financial advisor at JPMORGAN DISTRIBUTION SERVICES, INC. Michael holds Series 6, 7, 63 and 65 licenses. Michael has the following specializations: Portfolio Management for Individuals, Portfolio Management for Businesses, Portfolio Management for Investment Companies, Portfolio Management for Pooled Investment Vehicles, Pension Consulting, Selection of Other Advisers and Model Portfolio Advice.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Model portfolio advice
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
IL
03/15/2021 - Present
Nuveen Asset Management, LLC (CHICAGO IL)
IL
05/02/2017 - 12/22/2020
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (CHICAGO IL)
OH
04/09/2015 - 05/02/2017
JPMORGAN DISTRIBUTION SERVICES, INC. (COLUMBUS OH)
IA
Issued 03/15/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/27/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/2016
Series 7 - General Securities Representative Examination
BC
Issued 04/09/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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