Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nolan? Claim Your ProfileNolan Daniel Kane is a financial advisor with Fidelity Personal And Workplace Advisors. Nolan Kane has been a registered representative for 1 year. Nolan is licensed in 53 states and is also licensed in the District of Columbia. Nolan Kane holds Series 7TO, Series 63 and SIE licenses and has extensive experience in the financial services industry. Fidelity Personal And Workplace Advisors is a registered investment advisor with the SEC and has over $1 billion in assets under management. The firm provides a range of investment advisory services to a diverse client base including individuals, corporations, charitable organizations, and pension plans.
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.
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.
1
2
NH
11/11/2024 - Present
Fidelity Personal AND Workplace Advisors (MERRIMACK NH)
BC
Issued 12/04/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/17/2023
Series 7TO - General Securities Representative Examination
BC
Issued 09/29/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Nolan Kane is the right advisor for you? Invested Better is here to help.
