Unclaimed
William Andrew Folland is a financial professional with over 20 years of experience in the industry. William currently works at Nuveen Asset Management, LLC and has been registered with the firm since 2011. William previously worked at NUVEEN SECURITIES, LLC from 2000 to 2012. William is licensed to provide investment advice in Illinois and has passed the Series 66 and Series 7 exams.
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
02/07/2000 - 10/11/2012
NUVEEN SECURITIES, LLC (CHICAGO IL)
BOTH
Issued 10/09/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/30/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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