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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nolan? Claim Your ProfileNolan James Pattee is an investment advisor representative with Bankers Life Advisory Services, Inc. Nolan has been in the financial services industry since 2008 and holds the Series 6, Series 63, and Series 65 licenses, and the SIE exam. Nolan has experience with PROEQUITIES, INC., UVEST FINANCIAL SERVICES GROUP, INC., and Bankers Life & Casualty Co.. Nolan specializes in providing financial planning, investment management, and educational seminars for individuals. Nolan's clients primarily include high-net-worth individuals, individuals other than high-net-worth, and pension and profit-sharing plans. Nolan's current firm, Bankers Life Advisory Services, Inc., provides investment management services for a diverse range of clients, including individuals, businesses, 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.
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.
Non-discretionary investment consulting services
1
2
TN
05/27/2020 - Present
Bankers Life Advisory Services, Inc. (BRENTWOOD TN)
TN
03/21/2011 - 05/26/2016
PROEQUITIES, INC. (BRENTWOOD TN)
IA
08/11/2008 - 04/24/2009
UVEST FINANCIAL SERVICES GROUP, INC. (WEST DES MOINES IA)
IA
Issued 05/20/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/28/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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