Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Higgins is an Investment Advisor Representative at California Financial Advisors. Michelle has been in the industry since 1996 and holds Series 63, 65, 7 and SIE licenses. Michelle has worked at several financial institutions, including Lincoln Financial Advisors Corporation, Financial Telesis Inc, and Foothill Securities, Inc. Michelle also owns a book sales business and is a representative for Doterra. Michelle has experience working with high-net-worth individuals, corporations, and individuals other than high-net-worth.
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.
Personalized portfolio management to meet individual financial objectives.
Consulting
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.
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2
CA
10/27/2006 - Present
California Financial Advisors (SAN RAMON CA)
CA
08/13/2014 - 11/30/2016
FOOTHILL SECURITIES, INC. (San Ramon CA)
CA
05/04/1998 - 08/07/2014
FINANCIAL TELESIS INC (SAN RAMON CA)
IN
08/20/1996 - 05/28/1998
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
08/20/1996 - 05/28/1998
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IA
Issued 02/07/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/03/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/30/2016
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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