Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nolan? Claim Your ProfileNolan Pyrz is a financial advisor registered with Raymond James Financial Services Advisors, Inc. in Minnetonka, Minnesota. Nolan has been in the industry since August 2020 and holds the Series 7TO, SIE and Series 66 licenses. In addition to being a financial advisor, Nolan is also an Associate at Prosperwell Financial. Nolan specializes in financial planning, pension consulting and portfolio management for individuals and businesses.
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
MN
08/07/2023 - Present
Raymond James Financial Services Advisors, Inc. (Minnetonka MN)
MN
08/04/2020 - 08/23/2023
AVANTAX INVESTMENT SERVICES, INC. (Plymouth MN)
BOTH
Issued 10/08/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/04/2020
Series 7TO - General Securities Representative Examination
BC
Issued 06/13/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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