Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward James Higgins is a financial advisor with over 35 years of experience in the industry. He has worked with various financial institutions, including Raymond James & Associates, Citigroup Global Markets Inc., and Morgan Stanley, before joining Wells Fargo Clearing Services, LLC in 2012. Edward has extensive experience in providing investment consulting services to institutional clients, along with financial planning and portfolio management for individuals and businesses. He is a licensed representative in multiple states, including Florida and Texas. Edward is committed to providing personalized financial advice and strategies to help clients achieve their financial goals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
07/23/2014 - Present
Wells Fargo Clearing Services, LLC (ORLANDO FL)
FL
06/01/2009 - 12/11/2012
MORGAN STANLEY (WINTER PARK FL)
FL
08/06/1999 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (WINTER PARK FL)
FL
03/25/1987 - 09/02/1999
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
IA
Issued 03/17/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/27/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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