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 Martin is a financial advisor with Cetera Investment Advisers LLC, a firm with a focus on providing financial planning, pension consulting, educational seminars, and selection of other advisors for individuals, businesses, and investment companies. Nolan has extensive experience in the financial industry and holds Series 7TO, Series 63, and Series 65 licenses, as well as the Securities Industry Essentials (SIE) certification. Nolan is committed to providing clients with personalized financial advice and investment strategies that meet their individual needs and goals.
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.
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.
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2
WI
03/04/2024 - Present
Cetera Investment Advisers LLC (LA CROSSE WI)
WI
11/09/2023 - 02/01/2024
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (LA CROSSE WI)
IA
Issued 3/1/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/22/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 3/28/2024
Series 7TO - General Securities Representative Examination
BC
Issued 11/9/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 9/28/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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