Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathleen? Claim Your ProfileKathleen Anne Nolan is an investment advisor representative with AE Wealth Management, LLC, a registered investment advisor. Kathleen has been in the financial services industry since 1978, previously working with other firms such as MetLife Securities Inc., Metropolitan Life Insurance Company, R.C. Stamm and Company, Bruns, Nordeman, Rea & Co., and Janney Montgomery Scott Inc. Kathleen holds Series 6, 7, 63, and 65 licenses, and offers a variety of financial services including financial planning, portfolio management, and pension consulting. She also specializes in helping individuals, families, and businesses with their financial planning needs.
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.
A percentage of the total value of assets under management is charged.
1
2
NJ
06/12/2018 - Present
AE Wealth Management, LLC (Wall NJ)
MA
07/20/1992 - 04/09/1997
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
07/20/1992 - 04/09/1997
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NA
01/19/1982 - 02/02/1987
R.C. STAMM AND COMPANY
NA
01/16/1981 - 09/04/1981
BRUNS, NORDEMAN, REA & CO.
NA
11/27/1978 - 02/15/1981
JANNEY MONTGOMERY SCOTT INC.
IA
Issued 09/15/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/14/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/17/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/18/1978
Series 7 - General Securities Representative Examination
Active
Inactive
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