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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Richard Nolan is a registered representative with Fidelity Personal and Workplace Advisors. John Richard Nolan is also a registered investment adviser representative in Texas. John Richard Nolan has been in the securities industry since 2009 and is associated with Fidelity Personal and Workplace Advisors in San Antonio, TX. John Richard Nolan is registered with 5 states in addition to Texas. John Richard Nolan holds the Series 66, Series 7 and SIE exams. John Richard Nolan was previously employed by USAA Financial Advisors, Inc. in San Antonio, TX from 2009 to 2014. John Richard Nolan provides financial planning and portfolio management services to individuals and businesses.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
TX
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (SAN ANTONIO TX)
TX
06/26/2009 - 05/07/2014
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
BOTH
Issued 08/21/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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