Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nolan? Claim Your ProfileNolan Michael Karfonta is a financial advisor with Raymond James Financial Services Advisors, Inc. located in Columbia, MD. Nolan holds Series 7, Series 66, and SIE licenses, and has been in the financial industry since 2022. Before joining Raymond James, Nolan worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America Merrill Lynch. Nolan is also affiliated with Lee Financial Group, Inc. and has been a registered investment advisor in Virginia since 2023.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
MD
12/18/2023 - Present
Raymond James Financial Services Advisors, Inc. (Columbia MD)
VA
10/10/2022 - 01/02/2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ALEXANDRIA VA)
BOTH
Issued 11/16/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/10/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/19/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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