Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Kennedy is a financial advisor with Nuveen Asset Management, LLC. Paul has been in the financial services industry for over 10 years. Paul is registered with the state of Illinois as both a broker-dealer and an investment advisor. Paul is also a Series 7 and Series 66 licensed professional. Paul holds a Uniform Combined State Law Examination (Series 66), General Securities Representative Examination (Series 7TO) and Securities Industry Essentials Examination (SIE) licenses. Paul has experience working with high-net-worth individuals, insurance companies, investment companies, charitable organizations, pension and profit-sharing plans, corporations or other businesses and individuals other than high-net-worth.
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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IL
10/07/2021 - Present
Nuveen Asset Management, LLC (CHICAGO IL)
BOTH
Issued 10/07/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/06/2021
Series 7TO - General Securities Representative Examination
BC
Issued 04/06/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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