Unclaimed
Noah Landes Ordway is a registered investment advisor representative with Manning & Napier Advisors, LLC. Noah has been in the industry since 2005 and has held previous positions at Wells Fargo Funds Distributor, LLC and Morgan Stanley Distribution, 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.
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.
Mna may negotiate the fee for customized portfolios and services
1
2
NY
12/13/2024 - Present
Manning & Napier Advisors, LLC (FAIRPORT NY)
NY
07/26/2018 - 07/29/2021
MORGAN STANLEY DISTRIBUTION, INC. (NEW YORK NY)
NC
08/30/2005 - 07/02/2018
WELLS FARGO FUNDS DISTRIBUTOR, LLC (CHARLOTTE NC)
IA
Issued 09/14/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/08/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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