Unclaimed
Craig Nolan is a financial advisor who has been in the industry since 2008. He is currently registered with Raymond James & Associates, Inc. and is licensed in 48 states. Craig has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Craig is committed to providing his clients with personalized financial advice and helping them achieve their financial goals. He is also a Registered Representative with Raymond James & Associates, Inc., and he is licensed in 48 states. Prior to joining Raymond James, Craig worked at Deutsche Bank Securities Inc.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NY
06/14/2021 - Present
Raymond James & Associates, Inc. (Long Beach NY)
NY
11/16/2010 - 09/06/2016
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
NY
02/13/2008 - 11/23/2010
JEFFERIES & COMPANY, INC. (NEW YORK NY)
NY
07/19/2004 - 08/26/2004
ORBIT II PARTNERS, L.P. (NEW YORK NY)
BOTH
Issued 06/03/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/2011
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 02/12/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
I
Investors' Exchange LLC
M
MEMX LLC
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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