Nuveen Securities

Platinum Wealth Management, based in Murrieta, CA, is a team of experienced financial consultants dedicated to providing personalized investment strategies for their clients. With over 20 years of industry expertise, President Jonathan Lopez leads the team in offering a range of services, including diversification and growth opportunities. Manager of Operations Charles Barr brings a wealth of experience in process development and quality management to the firm, ensuring efficient operations and client satisfaction. Licensed to sell securities in multiple states, Platinum Wealth Management prioritizes individualized financial solutions tailored to each investor's unique goals and needs.Generated from the website

NWQ Investment Management Company is a subsidiary of Nuveen Investments. Founded in 1982, the company serves institutions and individual private clients through the management of investment portfolios that span the capitalization ranges. It focuses on various financial markets and provides an update to clients on their portfolios performance, asset allocation, holdings and sector weightings. NWQ Investment Management Company also supplies customized reports that include portfolio characteristics, attribution analysis and risk measures. The company s portfolios include large capital value, large capital balanced, special equity, special balanced, and small- and mid-capital value. Nuveen Investments offers institutional investors a wide range of investment solutions designed to meet their specialized needs. NWQ Investment Management Company is located in Los Angeles.