Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Lynn Higgins is a financial advisor who has been in the industry since June 1998. Kelly is registered with Cambridge Investment Research Advisors, Inc. and is located in Troy, MI. Kelly is also a Certified Financial Planner. Kelly previously worked at LPL FINANCIAL LLC, MUTUAL SERVICE CORPORATION, and MORGAN STANLEY DW INC.. Kelly holds Series 63, 65, 7, 31, and SIE licenses. Kelly provides financial planning, portfolio management, and educational seminars to clients.
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.
Solicitation fees from 3rd party money managers
1
2
MI
01/02/2015 - Present
Cambridge Investment Research Advisors, Inc. (TROY MI)
MI
09/08/2009 - 12/31/2014
LPL FINANCIAL LLC (TROY MI)
MI
08/27/2002 - 09/08/2009
MUTUAL SERVICE CORPORATION (TROY MI)
NY
06/29/1998 - 09/03/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 07/21/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/19/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 06/24/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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