Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey A. Higgs is a financial advisor with Consolidated Portfolio Review Corp. located in Woodbury, NY. Jeffrey has been in the financial industry since January 5, 2009 and has a wide range of experience providing investment advice to individuals, families, and businesses. Jeffrey is a Certified Financial Planner and holds multiple licenses and registrations, including Series 7, 66, 52, and 53. Jeffrey previously worked at STERLING MONROE SECURITIES, LLC and Vanderbilt Securities, LLC.
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.
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.
1
2
NY
01/03/2023 - Present
Consolidated Portfolio Review Corp. (WOODBURY NY)
NY
01/05/2009 - 10/26/2018
STERLING MONROE SECURITIES, LLC (LOCUST VALLEY NY)
BOTH
Issued 01/14/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/16/2010
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/02/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jeffrey Higgs is the right advisor for you? Invested Better is here to help.
