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 registered with MML Investors Services, LLC in Dallas, TX. Patrick is a Certified Financial Planner and Chartered Financial Consultant and has been in the industry since 1998. Patrick has experience in investment advisory services and insurance sales.
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.
Asset allocation programs
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.
Solicitors fees
1
2
TX
11/20/2018 - Present
MML Investors Services, LLC (Dallas TX)
TX
06/06/2012 - 10/23/2018
USAA FINANCIAL ADVISORS, INC. (ADDISON TX)
TX
07/13/2010 - 05/01/2012
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
TX
04/21/2004 - 09/08/2008
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
RI
09/16/1998 - 05/13/2004
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
IA
Issued 07/31/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/25/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/23/2016
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/15/2015
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Patrick Nolan is the right advisor for you? Invested Better is here to help.
