Unclaimed
Nicole Deluise is a registered investment advisor representative with Nuveen Asset Management, LLC. Nicole has been in the financial services industry since 2016. She has a Series 7, Series 66, and SIE license and is registered to offer investment advice in all 50 states. Before joining Nuveen Asset Management, Nicole worked as a financial advisor at LORD ABBETT DISTRIBUTOR LLC and UBS FINANCIAL SERVICES INC.. Nicole is a dedicated professional with experience in providing a variety of investment advice services to individuals, businesses, and 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.
1
2
IL
08/21/2023 - Present
Nuveen Asset Management, LLC (CHICAGO IL)
NJ
03/17/2017 - 08/17/2023
LORD ABBETT DISTRIBUTOR LLC (JERSEY CITY NJ)
NJ
02/23/2016 - 03/06/2017
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BOTH
Issued 04/26/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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