Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nolan? Claim Your ProfileNolan Dudley Baird is an investment advisor representative with Stiefel, Nicolaus & Company, Inc. based in Augusta, GA. Nolan has been working in the securities industry since 1987. Nolan's career spans multiple firms, including Wells Fargo Advisors, LLC, First Union Capital Markets Corp, Smith Barney Inc, Oppenheimer & Co., Inc., Fidelity Brokerage Services, Inc and The Robinson-Humphrey Company Inc. Nolan specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
1
2
GA
07/16/2013 - Present
Stifel, Nicolaus & Company, Inc. (AUGUSTA GA)
GA
10/01/1999 - 07/17/2013
WELLS FARGO ADVISORS, LLC (AUGUSTA GA)
NC
07/24/1995 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
NY
09/02/1993 - 08/02/1995
SMITH BARNEY INC. (NEW YORK NY)
NY
05/05/1992 - 09/17/1993
OPPENHEIMER & CO., INC. (NEW YORK NY)
RI
12/16/1991 - 01/28/1992
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
GA
04/21/1987 - 08/21/1991
THE ROBINSON-HUMPHREY COMPANY INC. (ATLANTA GA)
IA
Issued 06/27/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/22/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/1987
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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