Unclaimed
Robert Higueria is a financial advisor at Empirical Wealth Management, an SEC-registered investment advisor located in Seattle, Washington. Robert has been in the financial services industry since 2010 and has a broad range of experience, having worked for several well-known financial institutions. Robert is a Registered Investment Advisor (IA) in Washington and has passed the Series 63, Series 66, Series 7, and SIE exams.
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.
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.
Tax preparation and insurance services
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
WA
06/17/2024 - Present
Empirical Wealth Management (SEATTLE WA)
WA
09/11/2020 - 06/20/2022
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (SEATTLE WA)
WA
06/26/2015 - 06/05/2019
WELLS FARGO CLEARING SERVICES, LLC (BAINBRIDGE ISLAND WA)
ID
10/10/2013 - 06/12/2015
U.S. BANCORP INVESTMENTS, INC. (COEUR D'ALENE ID)
ID
11/24/2010 - 10/07/2013
SCOTTRADE, INC. (COEUR D'ALENE ID)
BOTH
Issued 10/06/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/13/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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