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Nicole Joanna Haseltine

Fisher Investments

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About Nicole Joanna Haseltine

Nicole Haseltine is a financial advisor with Fisher Investments. Nicole has been in the financial industry for over 3 years and has a Series 7 and Series 66 license. Nicole holds the Certified Financial Planner designation. She is also registered to provide investment advisory services in Washington. Nicole specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Nicole has experience working with high-net-worth individuals, insurance companies, charitable organizations, and other investment advisors.

Firm Information

Nicole Haseltine is currently registered with Fisher Investments. Fisher Investments is an investment firm headquartered in Plano, Texas, managing over $298 billion in assets. The firm offers a range of advisory services, including financial planning, portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Fisher Investments serves a diverse client base, including individuals, high-net-worth individuals, corporations, and institutional investors.
Fisher Investments

6500 INTERNATIONAL PKWY

PLANO, TX 75093-8222

$298.73B

Assets Under Management

Not reported

Total Clients

2,215

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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portfolio assessment

Portfolio assessment

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Nicole Haseltine’s Registration & Firm History

TX

04/25/2017 - Present

Fisher Investments (PLANO TX)

CA

11/04/2014 - 05/10/2017

LINCOLN FINANCIAL ADVISORS CORPORATION (SAN DIEGO CA)

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Licenses & Designations

BOTH

Issued 05/28/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/10/2017

SIE - Securities Industry Essentials Examination

BC

Issued 11/04/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Nicole Joanna Haseltine.
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