Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Nolan is a financial advisor with over 40 years of experience in the industry. William is currently registered with Osaic Wealth, Inc. and has worked in the financial services industry since 1981. William holds multiple licenses and certifications including Series 7, 24, 53, 12, 14, 63, 65 and 66. William specializes in providing financial planning and investment advisory services to individuals, businesses, pension and profit sharing plans, and charitable organizations. William has worked at several other firms in the past including Samuel A Ramirez & Co., Inc., Ryan Beck & Co., Gruntal & Co., L.L.C., W.J. Nolan & Company, Inc., McLaughlin, Piven, Vogel Inc., and Shearson Loeb Rhoades Inc.
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.
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.
1
2
NY
10/11/2024 - Present
Osaic Wealth, Inc. (NEW YORK NY)
NY
03/14/2003 - 05/26/2006
SAMUEL A RAMIREZ & CO., INC. (NEW YORK NY)
NJ
04/29/2002 - 03/04/2003
RYAN BECK & CO. (FLORHAM PARK NJ)
NY
11/01/2001 - 05/15/2002
GRUNTAL & CO., L.L.C. (NEW YORK NY)
NY
11/18/1985 - 10/31/2001
W.J. NOLAN & COMPANY, INC. (NEW YORK NY)
NA
05/25/1982 - 10/21/1985
MCLAUGHLIN, PIVEN, VOGEL INC.
NA
03/23/1982 - 06/16/1982
SHEARSON LOEB RHOADES INC.
NA
05/18/1981 - 03/08/1982
MCLAUGHLIN, PIVEN INC.
BOTH
Issued 08/13/2013
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/30/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/17/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/25/1990
Series 14 - Compliance Officer Examination
BC
Issued 01/16/1986
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/03/1985
Series 24 - General Securities Principal Examination
BC
Issued 11/23/1982
Series 12 - NYSE Branch Manager Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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