Unclaimed
Nolan Sullivan is a financial advisor with Edward Jones. Nolan is registered with the state of Michigan as a Registered Representative and Investment Advisor Representative. Nolan has been in the financial services industry since November 1, 2023, and has worked for Edward Jones since March 2022. Nolan is located in the Hillsdale, MI branch office of Edward Jones. The firm's main office is located in St. Louis, Missouri. Nolan has passed the Series 66 Uniform Combined State Law Examination, the Series 7TO General Securities Representative Examination, and the SIE Securities Industry Essentials Examination. Nolan is registered in 27 states and the District of Columbia. Edward Jones is a large firm with over $800 billion in assets under management and serves a variety of client types, including individuals, businesses, and institutional clients. Edward Jones offers a variety of financial services, including investment management, financial planning, and retirement planning.
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.
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.
See schedule d - miscellaneous
1
2
MI
06/04/2024 - Present
Edward Jones (HILLSDALE MI)
BOTH
Issued 05/22/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/01/2023
Series 7TO - General Securities Representative Examination
BC
Issued 06/06/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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