Unclaimed
Sayuri Khandavilli is a registered investment advisor representative with Nuveen Asset Management, LLC. Sayuri Khandavilli has been in the industry since 2011 and is licensed to offer investment advisory services in all 50 states, Washington D.C. and Puerto Rico. Before joining Nuveen Asset Management, LLC, Sayuri Khandavilli worked at TEACHERS PERSONAL INVESTORS SERVICES, INC. and LORD ABBETT DISTRIBUTOR LLC. Sayuri Khandavilli is a Series 66, Series 7 and SIE licensed advisor.
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
01/03/2017 - Present
Nuveen Asset Management, LLC (CHICAGO IL)
CA
08/11/2016 - 12/31/2016
TEACHERS PERSONAL INVESTORS SERVICES, INC. (SAN FRANCISCO CA)
NJ
09/01/2011 - 08/01/2016
LORD ABBETT DISTRIBUTOR LLC (JERSEY CITY NJ)
BOTH
Issued 10/26/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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