Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Nolan is a financial advisor with over 20 years of experience in the industry. Thomas has been registered with Ameriprise Financial Services, LLC since 2009, and prior to that was registered with Ameriprise Advisor Services, Inc. Thomas is registered to provide investment advice in 29 states and has a Series 7, Series 63 and Series 65 licenses. Thomas's specializations include asset allocation, financial planning, portfolio management, and pension consulting.
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 services
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.
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2
IL
06/13/2011 - Present
Ameriprise Financial Services, LLC (Burr Ridge IL)
IL
05/17/2004 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (OAKBROOK TERRACE IL)
WI
07/08/2003 - 05/21/2004
STRONG INVESTMENTS, INC. (MENOMONEE FALLS WI)
IA
Issued 10/14/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/16/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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