Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Nolan is a financial advisor in Bethesda, Maryland. Patrick is registered with Wells Fargo Advisors Financial Network, LLC and has been in the industry since March 30, 2022. Patrick has a Series 63, 65, 7TO and SIE license. Patrick has experience working with high-net-worth individuals, corporations or other businesses, insurance companies, charitable organizations, pension and profit-sharing plans, banking or thrift institutions, and state or municipal government entities.
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.
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.
Investment consulting services to institutional clients
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.
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MD
06/14/2024 - Present
Wells Fargo Advisors Financial Network, LLC (BETHESDA MD)
CT
03/31/2022 - 06/17/2024
WELLS FARGO CLEARING SERVICES, LLC (WESTPORT CT)
BC
Issued 06/16/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/15/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/24/2022
Series 7TO - General Securities Representative Examination
BC
Issued 01/25/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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