Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Nolan is an Investment Advisor Representative with Essex Financial Services, Inc. Kevin has been in the financial industry since 1995 and has been with Essex Financial Services, Inc. since 2014. Kevin holds the Series 6, 7, 9, 10, 63, and 65 licenses and is a Certified Financial Planner. Kevin specializes in providing financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors.
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.
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.
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2
CT
04/21/2014 - Present
Essex Financial Services, Inc. (ESSEX CT)
CT
04/27/2016 - 06/02/2021
ESSEX FINANCIAL SERVICES, INC. (SOUTHPORT CT)
CT
03/26/1997 - 08/01/2011
FIDELITY BROKERAGE SERVICES LLC (FAIRFIELD CT)
RI
07/20/1995 - 03/26/1997
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
IA
Issued 11/28/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/26/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/18/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/07/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/2016
Series 7 - General Securities Representative Examination
BC
Issued 07/19/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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