Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paola? Claim Your ProfilePaola Chavez is an investment advisor representative registered with Nuveen Asset Management, LLC and has been in the industry since 2022. Paola holds a Series 66, Series 7TO, and SIE license. Paola is currently registered with the state of Illinois, as well as in 52 other states and jurisdictions. Paola is also a registered investment advisor representative with Nuveen Asset Management, LLC. Paola has experience working with clients that include high-net-worth individuals, individuals other than high-net-worth individuals, corporations or other businesses, pooled investment vehicles, pension and profit-sharing plans, insurance companies, investment companies, charitable organizations, banking or thrift institutions, and state or municipal government entities. Paola specializes in providing investment advice and managing investment portfolios.
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
09/23/2022 - Present
Nuveen Asset Management, LLC (CHICAGO IL)
BOTH
Issued 09/16/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/05/2022
Series 7TO - General Securities Representative Examination
BC
Issued 04/11/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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