Unclaimed
William John Nolan is a financial advisor at First Command Advisory Services, where William has been registered since December 2015. William has been in the financial industry since April 2013 and holds the Series 66, SIE and Series 7 licenses. William is a Certified Financial Planner and has a background in financial planning, portfolio management for individuals, and portfolio management for businesses. William is registered with First Command Advisory Services in Rhode Island. First Command Advisory Services is a registered investment advisor with over $10 billion – $50 billion in assets under management. William is registered in Connecticut, Iowa, Maine, Massachusetts, Missouri, New Hampshire, Rhode Island, Vermont, and Virginia.
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.
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.
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RI
12/15/2015 - Present
First Command Advisory Services (Newport RI)
BOTH
Issued 05/09/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/10/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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