Unclaimed
William Donald Nolan is a registered representative at PFS Investments Inc., a firm that provides investment advisory services. William has been in the industry since April 26, 2021. William is registered in Maryland and the District of Columbia and has passed the Series 6TO and the Securities Industry Essentials Examination (SIE).
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.
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.
1
2
MD
04/27/2021 - Present
PFS Investments Inc. (GAITHERSBURG MD)
BC
Issued 04/27/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/16/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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