Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nolan? Claim Your ProfileNolan Callahan is a financial advisor registered with TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC. Nolan is located in CHARLOTTE, NC and has been working in the financial services industry since July 2023. Nolan provides financial planning, selection of other advisors, and portfolio management for individuals. Nolan is also registered with the state of North Carolina and is a registered investment advisor.
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.
Helps you choose top advisors aligned with your financial 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.
Compensation from affiliates
1
2
NC
05/02/2024 - Present
Tiaa-Cref Individual & Institutional Services, LLC (CHARLOTTE NC)
NC
07/11/2023 - 04/22/2024
RAYMOND JAMES & ASSOCIATES, INC. (CHARLOTTE NC)
IA
Issued 08/24/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/07/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/11/2023
Series 7TO - General Securities Representative Examination
BC
Issued 05/05/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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