Unclaimed
Stacie Fincher is a registered investment advisor representative with Nuveen Asset Management, LLC. Stacie has been in the industry since 2015. Stacie's current firm is located in Chicago, IL. Stacie is registered to provide investment advice in 53 states, including Illinois. Stacie has passed the Series 66, Series 7, and SIE exams. Stacie has been with Nuveen Asset Management, LLC since 2019. Previously, Stacie was with Invesco Distributors, INC. Stacie specializes in providing investment advice to a variety of client types, including individuals, high-net-worth individuals, corporations, investment companies, and pension plans. Stacie also offers financial planning and portfolio management services.
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.
1
2
IL
07/30/2019 - Present
Nuveen Asset Management, LLC (CHICAGO IL)
IL
02/03/2015 - 05/30/2019
INVESCO DISTRIBUTORS, INC. (DOWNERS GROVE IL)
BOTH
Issued 03/13/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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