Unclaimed
Keiko Higa is a financial advisor with over 20 years of experience in the industry. Keiko is registered with Ameritas Advisory Services, LLC and has held licenses for several other firms, including AXA Advisors, LLC and The Equitable Life Assurance Society of the United States. Keiko specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations. Keiko is licensed to sell fixed insurance products and holds licenses in various states. Keiko's areas of expertise include insurance, retirement planning, and investment 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.
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.
Solicitor fees
1
2
NY
11/01/2021 - Present
Ameritas Advisory Services, LLC (Melville NY)
NY
11/23/1999 - 04/27/2009
AXA ADVISORS, LLC (NEW YORK NY)
NY
11/23/1999 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BOTH
Issued 12/18/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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