Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nolan? Claim Your ProfileNolan Lovell is a financial advisor registered with the state of Maine and is currently associated with United Planners' Financial Services of America A Limited Partner. Nolan has been in the financial services industry since March 2015. Prior to joining United Planners' Financial Services, Nolan was previously affiliated with KEY INVESTMENT SERVICES LLC and also worked with United Planners' Financial Services. Nolan Lovell has passed the Series 63, SIE, and Series 6 securities licenses. Nolan Lovell's branch office is located at 91 Main Street in Sangerville, ME.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
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.
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2
ME
09/18/2018 - Present
United Planners' Financial Services OF America A Limited Partner (Sangerville ME)
ME
06/23/2017 - 08/23/2018
KEY INVESTMENT SERVICES LLC (FALMOUTH ME)
ME
11/24/2014 - 04/04/2017
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (WEST FARMINGTON ME)
BC
Issued 12/29/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/24/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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