Unclaimed
Jordan Higgins is a financial advisor with Janney Montgomery Scott LLC, with over 10 years of experience in the industry. Jordan has a Series 7, Series 66 and SIE licenses and has been registered with FINRA since 2013. Jordan has earned the Certified Financial Planner designation and is registered with the State of Maryland as an investment advisor representative. Jordan has previously worked with Fidelity Brokerage Services LLC, and Morgan Stanley.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
MD
01/09/2024 - Present
Janney Montgomery Scott LLC (Hunt Valley MD)
MD
04/03/2014 - 01/09/2024
FIDELITY BROKERAGE SERVICES LLC (TOWSON MD)
MD
06/26/2013 - 03/05/2014
MORGAN STANLEY (BALTIMORE MD)
BOTH
Issued 07/31/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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