Unclaimed
Nolan Lane is a registered representative with PFS Investments Inc., a firm with over 3,500 investment advisors and over 3,500 licensed agents. Nolan has been in the industry since 2007 and is registered in Illinois. Nolan has passed the Series 6 and SIE exams. Nolan is a specialist in working with individuals, and has a particular focus on investment company products and variable contracts.
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.
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.
A percentage of the total value of assets under management is charged.
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2
IL
01/20/2023 - Present
PFS Investments Inc. (CHICAGO IL)
IL
02/21/2019 - 12/31/2022
PFS INVESTMENTS INC. (CHICAGO IL)
IL
01/15/2016 - 12/31/2018
PFS INVESTMENTS INC. (CHICAGO IL)
IL
09/12/2007 - 12/31/2015
PFS INVESTMENTS INC. (CHICAGO IL)
BC
Issued 08/30/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/11/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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