Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nolan? Claim Your ProfileNolan Blair is a financial advisor who is registered with the state of California and FINRA. Nolan is currently employed with Hilltop Securities Inc. and has a Series 63, Series 52TO, and SIE license. Previously, Nolan was registered with Oppenheimer & Co. Inc.. Nolan specializes in the following areas: retirement planning, college savings, estate planning, and insurance. Nolan 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.
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.
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.
12b-1 fees
1
2
CA
06/07/2024 - Present
Hilltop Securities Inc. (Solana Beach CA)
CA
07/12/2021 - 04/12/2024
OPPENHEIMER & CO. INC. (SAN FRANCISCO CA)
BC
Issued 08/06/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/10/2021
Series 52TO - Municipal Securities Representative Examination
BC
Issued 06/07/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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