Michael Markowitz (CRD# 2490315) is an Investment Advisor Representative working at Advisory Services Network in Glenview, IL and has over 29 years of experience in the finance industry.
CRD# 6076403
Nuveen Asset Management, LLC
CRD# 1024799
Stifel, Nicolaus & Company, Incorporated
CRD# 5690890
Nuveen Asset Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Advisory Services Network, LLC | Atlanta, GA | Aug 2021 - Current | 2 |
| Unemployed | Chicago, IL | Jan 2021 - Jul 2021 | < 1 |
| Ppm America, Inc. | Chicago, IL | Dec 2016 - Dec 2020 | 4 |
| Mesirow Financial, Inc. | Chicago, IL | May 2014 - Nov 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1995 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2021 |
- IL
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Total Assets Under Management6,819MILLIONS
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Total Number of Accounts24,286ACCOUNTS
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Average Account Value$280,767
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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