Unclaimed
Michael Edward Nolan is a financial advisor with over 30 years of experience in the industry. Michael is currently registered with Osaic FA, Inc., a firm with a large presence in the financial services industry, working with a diverse range of clients, including individuals, businesses, corporations, and charitable organizations. Michael's expertise covers various areas, including financial planning, retirement planning, and portfolio management. Michael has a strong track record of success and a commitment to providing personalized financial guidance to his clients.
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.
Retirement plan consulting services provided on a limited basis.
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
MD
10/09/1990 - Present
Osaic FA, Inc. (BETHESDA MD)
IN
03/09/1990 - 05/26/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MD
09/16/1983 - 03/13/2006
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (CHEVY CHASE MD)
NY
02/14/1998 - 01/12/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
BC
Issued 11/29/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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