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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacqueline? Claim Your ProfileJacqueline Harris Higgenbotham is a financial advisor with The Colony Group, LLC and Gratus Capital, LLC. Jacqueline has over eight years of experience in the financial services industry. Jacqueline is a registered representative in Georgia and holds the Series 7, Series 66, and SIE licenses. Her previous experience includes roles at Merrill Lynch, First Republic Securities Company, LLC, and Victory Capital Services, Inc. Jacqueline's areas of expertise include financial planning, portfolio management, and wealth management.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev. sharing w/ frs and on eligible credit & cash mgmt solutions
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2
GA
08/22/2024 - Present
THE Colony Group, LLC (Atlanta GA)
CO
08/04/2021 - 07/05/2022
VICTORY CAPITAL SERVICES, INC. (Greenwood Village CO)
OR
02/05/2019 - 06/16/2021
FIRST REPUBLIC SECURITIES COMPANY, LLC (PORTLAND OR)
TN
03/31/2015 - 01/07/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NASHVILLE TN)
BOTH
Issued 02/02/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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