Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Beardsley is an active investment advisor representative with Nuveen Asset Management, LLC. William has been working in the financial services industry since 2007. William has worked in both investment advisory and brokerage roles at multiple firms such as Columbia Management Investment Distributors, Inc. and LPL Financial LLC. William has a broad background in both financial planning and portfolio management. William is currently registered in 53 states and the District of Columbia for both broker-dealer and investment advisor 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
07/13/2022 - Present
Nuveen Asset Management, LLC (CHICAGO IL)
MA
08/20/2018 - 06/06/2022
COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC. (BOSTON MA)
SC
07/10/2015 - 09/11/2018
LPL FINANCIAL LLC (FORT MILL SC)
NY
10/17/2000 - 01/28/2002
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)
NY
11/12/1997 - 02/08/2000
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)
CA
09/13/1996 - 06/26/1998
TRANSAMERICA SECURITIES SALES CORPORATION (LOS ANGELES CA)
BC
Issued 09/12/2018
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/20/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/10/2015
Series 7 - General Securities Representative Examination
BC
Issued 09/12/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure William Beardsley is the right advisor for you? Invested Better is here to help.
