Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicole? Claim Your ProfileNicole Catherine Burgo is an Investment Advisor Representative at Nuveen Asset Management, LLC. Nicole has been in the industry for 2 years and has a Series 7TO and SIE. Nicole specializes in providing financial advice to high-net-worth individuals, corporations, pooled investment vehicles, and pension and profit-sharing plans. Nicole also provides investment advice to insurance companies, investment companies, charitable organizations, and banking or thrift institutions.
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
01/03/2025 - Present
Nuveen Asset Management, LLC (CHICAGO IL)
BC
Issued 08/23/2024
Series 7TO - General Securities Representative Examination
BC
Issued 12/21/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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