Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nolan? Claim Your ProfileNolan Eric Solano is an investment advisor representative with Opes Wealth Management, LLC. Nolan has been a registered investment advisor since 2019 and has more than 20 years of experience in the financial services industry. Nolan is registered to provide investment advisory services in California. Nolan has also passed the Series 7 and Series 66 exams, demonstrating a strong understanding of securities and investment laws. Nolan specializes in providing financial planning services, portfolio management for individuals, and selection of other advisors.
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.
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.
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CA
01/31/2019 - Present
Opes Wealth Management, LLC (MENLO PARK CA)
NJ
05/15/2000 - 11/29/2001
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
IA
Issued 08/19/2013
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 05/31/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/12/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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