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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Ward Nolan is a financial advisor with over 35 years of experience in the industry. Jeffrey is currently registered with Commonwealth Financial Network in Saint Charles, Illinois. Jeffrey has previously worked for Securities America, Inc., Invest Financial Corporation, LPL Financial LLC and several other firms. Jeffrey is a Series 63, 65, 7, 24 and SIE licensed professional. Jeffrey specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations. Jeffrey's commitment to client service and a dedication to helping clients achieve their financial goals has earned him a reputation as a trusted advisor.
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.
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
IL
05/03/2024 - Present
Commonwealth Financial Network (Saint Charles IL)
IL
11/16/2017 - 05/01/2024
SECURITIES AMERICA, INC. (ELGIN IL)
IL
01/02/2014 - 11/20/2017
INVEST FINANCIAL CORPORATION (ELGIN IL)
IL
10/02/2009 - 12/31/2013
LPL FINANCIAL LLC (ELGIN IL)
IL
02/10/2006 - 10/07/2009
INVEST FINANCIAL CORPORATION (ELGIN IL)
NE
08/19/2005 - 02/07/2006
QA3 FINANCIAL CORP. (OMAHA NE)
CO
01/28/2004 - 08/18/2005
UNITED SECURITIES ALLIANCE, INC. (GREENWOOD VILLAGE CO)
IL
02/01/1995 - 12/19/2002
SCUDDER DISTRIBUTORS, INC. (CHICAGO IL)
NA
08/06/1985 - 02/01/1995
KEMPER FINANCIAL SERVICES, INC.
IA
Issued 02/06/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/22/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/04/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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