Unclaimed
Nolan Reagan is a financial advisor with T. Rowe Price Advisory Services, Inc. Nolan has been in the financial services industry since 2008. Nolan specializes in Financial Planning and Portfolio Management for Individuals. Nolan currently holds licenses in 53 states and the District of Columbia, as well as registration in Maryland and Florida. Prior to joining T. Rowe Price Advisory Services, Inc. Nolan was employed with RAYMOND JAMES FINANCIAL SERVICES, INC. and SCOTTRADE, INC. Nolan is dedicated to providing clients with personalized financial advice and guidance.
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.
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.
A percentage of the total value of assets under management is charged.
See schedule d
1
2
FL
05/10/2022 - Present
T. Rowe Price Advisory Services, Inc. (Tampa FL)
FL
01/27/2015 - 03/10/2016
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST PETERSBURG FL)
FL
04/23/2014 - 10/31/2014
SCOTTRADE, INC. (BRANDON FL)
FL
08/14/2007 - 04/23/2014
T. ROWE PRICE INVESTMENT SERVICES, INC. (TAMPA FL)
BOTH
Issued 11/05/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/08/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/16/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/2008
Series 7 - General Securities Representative Examination
BC
Issued 08/13/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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