Unclaimed
Michael Thomas Nolan is an investment advisor representative with Janney Montgomery Scott LLC in Bryn Mawr, PA. Michael has been in the industry since December 24, 2004. Michael has passed the Series 63, Series 65, Series 7, and SIE exams. Michael is also registered in 21 states. Michael is a registered representative and investment advisor representative in PA and TX, among other states. Before joining Janney Montgomery Scott LLC, Michael worked at FIG PARTNERS, LLC, The Buckingham Research Group Incorporated, and CITIGROUP GLOBAL MARKETS INC.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
PA
08/07/2018 - Present
Janney Montgomery Scott LLC (BRYN MAWR PA)
GA
05/01/2019 - 11/25/2019
FIG PARTNERS, LLC (ATLANTA GA)
NY
08/15/2006 - 12/01/2010
THE BUCKINGHAM RESEARCH GROUP INCORPORATED (NEW YORK NY)
NY
11/22/2004 - 08/16/2006
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
IA
Issued 02/09/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/24/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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