Unclaimed
Jennifer Higgins is a financial advisor at Fidelity Personal And Workplace Advisors. Jennifer is a Registered Representative and Investment Advisor Representative and has been in the financial services industry since December 2014. Jennifer holds the Series 7, Series 66 and SIE licenses. Jennifer has previously worked at Morgan Stanley and Merrill Lynch. Jennifer specializes in providing financial planning, portfolio management and educational seminars to individuals and families. Jennifer's practice is focused on helping clients achieve their long-term 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.
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
AZ
06/21/2022 - Present
Fidelity Personal AND Workplace Advisors (QUEEN CREEK AZ)
AZ
04/18/2018 - 04/12/2022
MORGAN STANLEY (Scottsdale AZ)
AZ
10/27/2017 - 04/16/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHANDLER AZ)
BOTH
Issued 11/27/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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