Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mathew? Claim Your ProfileMathew John Nolan is a financial advisor with over 20 years of experience in the financial services industry. Nolan is currently registered with MFS Institutional Advisors Inc. and has held previous positions at WELLS FARGO FUNDS DISTRIBUTOR, LLC and STRONG INVESTMENTS, INC. Nolan holds the Series 6, 7, 24, 63 and 65 licenses. Nolan specializes in providing investment advice to a variety of clients, including high-net-worth individuals, corporations, institutions, and pooled investment vehicles. Nolan is a dedicated professional who is committed to helping clients achieve their financial goals.
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.
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.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Transfer pricing arrangements with affiliates
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2
MA
01/30/2017 - Present
MFS Institutional Advisors Inc. (BOSTON MA)
MA
04/11/2005 - 09/04/2013
WELLS FARGO FUNDS DISTRIBUTOR, LLC (BOSTON MA)
WI
09/23/1999 - 04/11/2005
STRONG INVESTMENTS, INC. (MENOMONEE FALLS WI)
IA
Issued 10/02/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/23/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/27/2000
Series 7 - General Securities Representative Examination
BC
Issued 09/22/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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