Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Viren is a financial advisor with over 20 years of experience in the industry. He has held various positions at different financial institutions, including Edward Jones, MetLife Securities Inc., and Nationwide Securities Inc. Steven is currently an investment advisor representative at Nuveen Asset Management, LLC, based in Chicago, Illinois. He is also registered as an investment advisor in Illinois. Steven's areas of expertise include portfolio management for individuals, businesses, and investment companies, as well as pension consulting and selection of other advisors. Steven holds several licenses and certifications, including Series 3, 4, 6, 7, 24, 51, and 63. He is also licensed to provide investment advisory services in Illinois.
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
09/01/2011 - Present
Nuveen Asset Management, LLC (CHICAGO IL)
IL
08/07/2008 - 07/12/2010
BROKERSXPRESS LLC (CHICAGO IL)
IL
02/27/2007 - 07/12/2010
OPTIONSXPRESS, INC. (CHICAGO IL)
MD
08/11/2004 - 10/28/2006
NATIONWIDE SECURITIES, INC. (ANNAPOLIS MD)
MO
06/10/2003 - 12/15/2003
EDWARD JONES (ST. LOUIS MO)
MA
07/01/2002 - 06/13/2003
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
07/01/2002 - 06/13/2003
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 05/22/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/18/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/18/2007
Series 4 - Registered Options Principal Examination
BC
Issued 02/10/2006
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 12/22/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/2012
Series 3 - National Commodity Futures Examination
BC
Issued 08/04/2003
Series 7 - General Securities Representative Examination
BC
Issued 06/27/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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