Unclaimed
R Jeff Higgins is a financial advisor with Morgan Stanley, located in Salt Lake City, Utah. R Jeff Higgins has been in the industry since July 2003. R Jeff Higgins is also registered with the state of Texas. Prior to joining Morgan Stanley, R Jeff Higgins worked for Morgan Stanley & Co. Incorporated and Morgan Stanley DW Inc. R Jeff Higgins is a Series 66, Series 31 and Series 7 licensed professional. R Jeff Higgins offers advisory services for individuals, businesses, investment companies and pooled investment vehicles.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
UT
06/01/2009 - Present
Morgan Stanley (Salt Lake City UT)
UT
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (SALT LAKE CITY UT)
UT
07/30/2003 - 04/02/2007
MORGAN STANLEY DW INC. (SALT LAKE CITY UT)
BOTH
Issued 08/28/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 07/29/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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