Nicole BestCRD Number: 3053329
Current Firm: Heartland Advisors, Inc.
Nicole Best (CRD# 3053329) is an Investment Advisor Representative working at Heartland Advisors, Inc. in Milwaukee, WI and has over 19 years of experience in the finance industry.
Financial Service Group Inc.
Fortress Planning Group
|Alps Distributors, Inc.||Denver, CO||Jun 2010 - Current||7|
|Heartland Advisors, Inc.||Milwaukee, WI||May 2010 - Current||7|
|Brown Brothers Harriman & Company||Boston, MA||Aug 2008 - May 2010||1|
|Heartland Advisors, Inc.||Milwaukee, WI||Mar 1998 - Aug 2008||10|
|Heartland Investor Services, LLC||Columbus, OH||Dec 2001 - Jul 2007||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1998|
|S65||NASAA Investment Advisors Law Examination||Feb 2004|
Total Assets Under Management2,691MILLIONS
Total Number of Accounts316ACCOUNTS
Average Account Value$8,516,858
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, FL, IL, LA, MA, MD, MI, MN, MO, NJ, NY, OH, TN, TX, WI