Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Neil? Claim Your ProfileNeil Amirtha is a financial advisor with over 14 years of experience in the industry. Neil is currently registered with Nuveen Asset Management, LLC. Prior to joining Nuveen Asset Management, LLC, Neil was registered with American Funds Distributors, Inc. and Nuveen Securities, LLC. Neil is licensed to provide investment advice in 54 states, as well as Puerto Rico and the Virgin Islands. Neil has passed the Series 7, Series 66 and SIE exams and provides a variety of services including portfolio management for businesses, individuals and investment companies, as well as financial planning, pension consulting and selection of other advisors.
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
08/26/2022 - Present
Nuveen Asset Management, LLC (CHICAGO IL)
CA
09/21/2018 - 07/11/2022
AMERICAN FUNDS DISTRIBUTORS, INC. (LOS ANGELES CA)
IL
04/07/2008 - 06/14/2018
NUVEEN SECURITIES, LLC (CHICAGO IL)
BOTH
Issued 03/11/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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