Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Graiser is an investment advisor representative at Nuveen Asset Management, LLC. William has over 17 years of experience in the financial services industry. William has been registered with FINRA since 2004 and is licensed in 53 states. William has also held previous positions at PIMCO INVESTMENTS LLC and UBS FINANCIAL SERVICES INC. William has a strong understanding of the financial markets and a commitment to providing clients with personalized investment advice.
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
11/25/2020 - Present
Nuveen Asset Management, LLC (CHICAGO IL)
NY
02/14/2011 - 11/06/2020
PIMCO INVESTMENTS LLC (NEW YORK NY)
NY
11/09/2010 - 02/14/2011
ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC (NEW YORK NY)
NY
04/09/2008 - 09/09/2010
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
CT
01/17/2007 - 04/08/2008
TD AMERITRADE, INC. (STAMFORD CT)
NY
04/19/2004 - 11/07/2006
NEW ENGLAND SECURITIES (NEW YORK NY)
IA
Issued 02/24/2021
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 01/31/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/11/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/16/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/10/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/2007
Series 7 - General Securities Representative Examination
BC
Issued 04/17/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure William Graiser is the right advisor for you? Invested Better is here to help.
