Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nolan? Claim Your ProfileNolan Wayne Farwell is a financial advisor with Cetera Investment Advisers LLC. Nolan has been in the financial services industry since 2008 and is registered in 41 states and two territories. Nolan is also a partner at Financial Resource Advisors, LLC, an investment firm specializing in securities, advisory, and insurance services. Nolan has a strong background in financial planning, portfolio management for businesses and individuals, and pension consulting. Nolan has earned the Series 7, Series 24, Series 51, and Series 66 licenses.
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.
1
2
IA
03/21/2024 - Present
Cetera Investment Advisers LLC (WATERLOO IA)
BOTH
Issued 5/30/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 4/24/2012
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 2/21/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/2/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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