Best Investors
Account
Sign in
Best Investors
Account
Sign in
1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-05-29 |
| PA | RA | APPROVED | 2017-09-27 |
Branch Locations
Haddon Township, NJ • United States
16 Campus Blvd Suite 200, Newtown Square, PA 19073 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Student | Tabernacle | NJ | 05/2006 | Present |
| Msi Financial Services, Inc. | Newtown Square | PA | 07/2016 | 03/2017 |
| Massmutual Life Insurance Co | Newtown Square | PA | 07/2016 | Present |
| Mml Investors Servies, Llc | Newtown Square | PA | 03/2017 | Present |
(1) NAME: NICHOLAS FOWLER INV REL: Y ADD: 16 CAMPUS BLVD. NEWTOWN SQUARE, PA 19073 NATURE: OUTSIDE INSURANCE BUSINESS POSITION: AGENT START DATE: 2018 NO HRS/MO: 1 NO HRS/MO DURING SEC TRADING: 1. DESCRIBE DUTIES: IND LIFE, GROUP LIFE, DISABILITY, LONG-TERM CARE, FIXED ANNUITIES AND HEALTH (2) NAME: INNOVATIVE PLANNERS LLC INV REL: Y ADD: 16 CAMPUS BLVD. NEWTOWN SQUARE, PA 19073 NATURE: LLC FOR BUSINESS PURPOSES POSITION: PARTNER START DATE: 4/1/2022 NO HRS/MO: 2 NO HRS/MO DURING SEC TRADING: 0 DESCRIBE DUTIES: BUSINESS MANAGEMENT TO HANDLE CERTAIN THINGS LIKE SHARED EXPENSES AND NON-MMLIA INSURANCE COMMISSIONS SOLD THROUGH THIS TEAM (EACH TEAM MEMBER HAS NON-MMLIA INSURANCE INDIVIDUALLY APPROVED AS AN OBA AS WELL) (3) NAME: NICHOLAS FOWLER INV REL: Y ADD: 127 FOWLER AVE, HADDONFIELD NJ 08033 NATURE: RENTAL INCOME COLLECT FROM PROPERTY POSITION: OWNER START DATE: 05/01/2024 NO. HR/MO: 2 NO. HR/MO DURING SEC TRADING: 0 DESCRIBE DUTIES: I AM A LANDLORD (4) NAME: NICK FOWLER INV REL: Y ADD: 404 FOW AVE, CAPE MAY, NJ 08204 NATURE: SIMPLE RENT POSITION: OWNER START DATE: 06/01/2025 NO. HR/MO: 2 NO. HR/MO DURING SEC TRADING: 0 DESCRIBE DUTIES: I OWN THIS PROPERTY AS A SECONDARY PROPERTY AND WILL RENT IT OUT TO SHORT TERM TENANTS (5) NAME: UNICO INV REL: Y ADD: 16 CAMPUS BLVD. NEWTOWN SQUARE, PA 19073 NATURE: NONPROFIT ORGANIZATION POSITION: MAMBERSHIP CHAIRMAN START DATE: 02/01/2026 NO. HR/MO: 5 NO. HR/MO DURING SEC TRADING: 2 DESCRIBE DUTIES: I AM THE MEMBERSHIP CHAIR. I MANAGE THE MEMBERS AND EXISTING MEMBERS OF THE ORGANIZATION. SOME OF MY RESPONSIBILITIES INCLUDE MANAGING THE ANNUAL MEMBERSHIP PAYMENTS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-09-11 |
Reach out to this advisor