Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rachel? Claim Your ProfileRachel Few is an investment advisor representative with Nuveen Asset Management, LLC. Rachel is licensed to provide investment advice in 53 states, the District of Columbia, Puerto Rico and the Virgin Islands. Prior to joining Nuveen, Rachel worked as an investment advisor representative with J.P. Morgan Institutional Investments Inc. Rachel is also a registered representative with FINRA and a Series 65 and Series 63 license holder. Rachel is an experienced investment advisor with a focus on providing investment advice to high-net-worth individuals, corporations, investment companies, pooled investment vehicles, and pension and profit-sharing plans. Rachel is also experienced in providing model portfolio advice 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
07/29/2022 - Present
Nuveen Asset Management, LLC (CHICAGO IL)
IL
04/03/2018 - 06/04/2022
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (CHICAGO IL)
OH
06/13/2016 - 04/03/2018
JPMORGAN DISTRIBUTION SERVICES, INC. (COLUMBUS OH)
IA
Issued 07/29/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/27/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/2017
Series 7 - General Securities Representative Examination
BC
Issued 06/13/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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