Nicole HalliseyCRD Number: 6267122
Current Firm: Infinex Investments, Inc.
Nicole Hallisey (CRD# 6267122) is an Investment Advisor Representative working at Infinex Investments, Inc. in North Windham, CT and has over 3 years of experience in the finance industry.
Garrett Investment Advisors, LLC
Ameriprise Financial Services, Inc.
|Infinex Investments, Inc.||Meriden, CT||Nov 2013 - Current||3|
|Savings Institute||Williamtic, CT||Jul 2012 - Current||5|
|Bny Mellon||Boston, MA||Jul 2010 - Jul 2012||2|
|Bny Mellon||Everett, MA||Jun 2008 - Jul 2010||2|
|Bentley University||Waltham, MA||Aug 2004 - May 2008||3|
|Prestige Properties||Watertown, MA||Jan 2008 - Apr 2008||< 1|
|Ptc||Needham, MA||Aug 2007 - Dec 2007||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2014|
Total Assets Under Management580MILLIONS
Total Number of Accounts2,901ACCOUNTS
Average Account Value$199,891
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV