Nolan Cleary

Financial Planner at Charter Oak Financial
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Contact Information
us****@****om
(386) 825-5501
Location
US

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Credentials

  • General Securities Representative - Series 7
    FINRA
  • Life, Accident & Health, Credit, Travel Insurance License
    Insurance Department, State of Connecticut
  • Series 66
    NASAA

Experience

  • Charter Oak Financial
    • United States
    • Financial Services
    • 100 - 200 Employee
    • Financial Planner
      • Jul 2015 - Present

      Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future. Health, Life, and Accident License CT,SC. Series 7, Series 66 CT, NY, FL.

  • Guardian Life Insurance Company of America - New Haven, CT Agency
    • Aegis Wealth Partners
    • Financial Representative
      • Jan 2014 - Jul 2015

      Health, Life, and Accident License. Series 7. Health, Life, and Accident License. Series 7.

Education

  • Central Connecticut State University
    Bachelor of Science (BS), Finance, General
    2010 - 2013
  • Avon High School
    2003 - 2007

Community

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