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50,030 Results
Unclaimed

Sanford C. Bernstein & CO., LLC

location

NEW YORK, NY

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Nolan James Howard is a registered representative with Sanford C. Bernstein & Co., LLC. Nolan joined Sanford C. Bernstein & Co., LLC on October 15, 2021, and is currently registered in New York. Nolan has passed the Series 7TO, SIE, Series 63 and Series 24 exams. Nolan has over 2 years of experience in the financial services industry.

SPECIALIZATIONS

Portfolio Management for Pooled Investment Vehicles
Unclaimed

Dimensional Fund Advisors LP

location

AUSTIN, TX

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Nolan Lynch is a financial advisor with Dimensional Fund Advisors LP. Nolan has been in the financial services industry since 2016. Nolan holds the Series 7, Series 63, and Series 65 licenses. Nolan has experience with investments for individuals, investment companies, pooled investment vehicles, and businesses. Nolan has a passion for assisting clients with their financial goals.

SPECIALIZATIONS

Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Oppenheimer & Co. Inc.

location

HOUSTON, TX

experience

40 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Nolan Metzger is a financial advisor with over 30 years of experience in the financial services industry. Nolan currently works with Oppenheimer & Co. Inc. and has been registered with FINRA since 1984. Prior to joining Oppenheimer & Co. Inc., Nolan worked at Stanford Group Company, BNY Investment Center Inc., Pershing LLC, Lockwood Financial Services, Inc., Chase Manhattan Investment Services, Inc., and Lehman Brothers Inc. Nolan has a broad range of experience in the financial services industry, including experience in securities, commodities, and investment advisory services. Nolan is licensed to provide financial services in the following states: California, Colorado, Florida, Hawaii, Illinois, Indiana, Kansas, Louisiana, Massachusetts, Missouri, Montana, Nevada, New Jersey, New York, North Carolina, Oregon, Pennsylvania, Texas, and Washington.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Nuveen Asset Management, LLC

location

CHICAGO, IL

experience

4 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Nolan Dunn is an investment advisor representative who has been in the industry since 2019. Nolan is currently registered with Nuveen Asset Management, LLC and is licensed to provide investment advice in 53 states and jurisdictions. Nolan's primary office location is in Chicago, Illinois. Nolan has specialized expertise in the following areas: investment advisory services for individuals, businesses, investment companies, and pooled investment vehicles. Nolan has also worked with insurance companies, charitable organizations, pension and profit-sharing plans, and state or municipal government entities.

SPECIALIZATIONS

Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
MODEL PORTFOLIO ADVICE
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Corient | CFA ® (Certifications)

location

COLUMBUS, OH

0 Disclosures

ADVISOR BIO

Nolan Gladieux is an investment advisor representative with Corient, registered with the state of Ohio. Nolan holds a Series 65 license and has been working in the financial industry since 2012. Nolan specializes in portfolio management for individuals, businesses, and pooled investment vehicles, as well as financial planning, pension consulting, and market timing services. Nolan is a Chartered Financial Analyst. Corient provides a variety of financial services to a broad range of clients, including high-net-worth individuals, charitable organizations, corporations, pension plans, and pooled investment vehicles.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Security Ratings
Market Timing Services
Publication of Financial Periodicals
Unclaimed

Left Brain Wealth Management, LLC | CFP ® (Certifications)

location

NAPERVILLE, IL

0 Disclosures

ADVISOR BIO

Noland Langford is a financial advisor who has been in the industry since 1999. Noland is currently registered with Left Brain Wealth Management, LLC and has been working with them since May 2014. Noland has previously been employed by PURSHE KAPLAN STERLING INVESTMENTS, WELLS FARGO ADVISORS, LLC, and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Noland is a Certified Financial Planner and has passed the Series 66, Series 7, Series 9, Series 10, and SIE exams.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

THE Colony Group, LLC | CFP ® (Certifications)

location

BOSTON, MA

0 Disclosures

ADVISOR BIO

Nolin Rossi Frias is an investment advisor representative with The Colony Group, LLC. Nolin has been in the financial services industry for over 10 years. Nolin is a Certified Financial Planner and holds Series 66, Series 7, and SIE licenses. Nolin has previous experience with John Hancock Investment Management Distributors LLC, John Hancock Distributors LLC, John Hancock Funds, LLC, and Ameriprise Financial Services, Inc. Nolin is registered with the state of Rhode Island.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
TAX PREP. SRVCS, DISPUTE RESOLUTION SRVCS, FAMILY OFFICE SRVCS, BUS. MGMT. SRVCS, INS. SOLUTIONS, CREDIT & CASH MGMT SOLUTIONS..
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

RBC Capital Markets, LLC

location

LA JOLLA, CA

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Nomah Ann Cronk is a registered representative with RBC Capital Markets, LLC, a firm with a long history of providing financial services to clients in the United States. Nomah Cronk is a seasoned financial professional with over 10 years of experience in the industry. Nomah Cronk has expertise in a wide range of financial services and products and is dedicated to providing personalized financial advice to clients.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

RBC Capital Markets, LLC

location

Bend, OR

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Nona Coleman is a financial advisor registered with RBC Capital Markets, LLC, and has been working in the financial services industry since October 2019. Nona is registered in Oregon and Texas. Nona has passed the Series 7, Series 66, and SIE exams. Nona has experience in financial planning, portfolio management, and pension consulting. She works with a wide range of clients, including individuals, businesses, corporations, charitable organizations, and investment companies. Nona also provides advisory services for public and private employee benefit plans, endowment funds, foundations, family trusts, and various capital/operating funds. Nona previously worked for UBS Financial Services Inc. Nona is committed to helping her clients achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

RBC Capital Markets, LLC

location

BEVERLY HILLS, CA

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Nona Agbo is a financial advisor registered with RBC Capital Markets, LLC. Nona has over 16 years of experience in the financial services industry. Nona is registered with the state of California and has licenses in other states, including Texas. Nona has passed the Series 7, 6, 3, 55, 34, 57TO, SIE, 63, 66, 9 and 10 exams. Nona holds a current registration for the state of California and is registered with FINRA. Nona currently focuses on providing financial planning, pension consulting, selection of other advisors, and portfolio management for businesses and individuals. In addition to RBC Capital Markets, LLC, Nona has previous experience with Wells Fargo Clearing Services, LLC, J.P. Morgan Securities LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles

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