Unclaimed
Sahar Maleki is a financial advisor with Nuveen Asset Management, LLC. Sahar has been in the financial industry since 2007. Sahar holds the Series 7TO, Series 63 and SIE licenses and is registered with FINRA and the state of Illinois. Sahar specializes in providing portfolio management advice to individuals, businesses, pooled investment vehicles and investment companies. Sahar is also registered as an investment advisor representative in all 50 states.
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
02/05/2024 - Present
Nuveen Asset Management, LLC (CHICAGO IL)
BC
Issued 02/09/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/19/2024
Series 7TO - General Securities Representative Examination
BC
Issued 12/04/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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