Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nolan? Claim Your ProfileNolan Epstein is a financial advisor with LPL Financial LLC, based in OLD BRIDGE, NJ. Nolan has been in the industry since 1993 and has a broad range of experience in the financial services industry. Nolan holds licenses for Series 6, Series 22 and Series 63, as well as the SIE exam. Nolan has extensive experience working with individual clients, as well as corporations and businesses. Prior to joining LPL Financial, Nolan worked at TFS Securities, Inc. in MARLBORO, NJ.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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
NJ
11/16/2018 - Present
LPL Financial LLC (OLD BRIDGE NJ)
NJ
03/08/1993 - 11/16/2018
TFS SECURITIES, INC. (MARLBORO NJ)
BC
Issued 02/18/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/1993
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 02/05/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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