Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nolan? Claim Your ProfileNolan Menachemson is a financial advisor with LPL Financial LLC, registered in Connecticut, New York, and Texas. Nolan has been in the industry since 2000, and prior to joining LPL Financial LLC, was previously registered with Hornor, Townsend & Kent, LLC, ICBC Standard Securities Inc., Rencap Securities, Inc., and Barnard Jacobs Mellet (USA) LLC. Nolan holds the Series 63, 65, 7, and 24 licenses. Nolan specializes in providing financial planning, investment management, and consulting services for individuals, businesses, pension plans, and charitable organizations.
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
CT
12/15/2021 - Present
LPL Financial LLC (STAMFORD CT)
CT
03/03/2017 - 07/28/2020
HORNOR, TOWNSEND & KENT, LLC (WESTPORT CT)
NY
07/25/2011 - 10/07/2016
ICBC STANDARD SECURITIES INC. (NEW YORK NY)
NY
08/02/2010 - 07/18/2011
RENCAP SECURITIES, INC. (NEW YORK NY)
NY
07/26/2000 - 07/30/2010
BARNARD JACOBS MELLET (USA) LLC (NEW YORK NY)
IA
Issued 03/28/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/19/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/12/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/11/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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