Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Higgins is a financial advisor at M Holdings Securities, Inc. Scott has been in the industry since 2001. Scott is licensed in multiple states and has a variety of certifications including Series 6, 7, 63 and 65 licenses as well as the SIE exam. Scott specializes in financial planning, portfolio management, and retirement planning. Scott has experience working with individuals, businesses, and high-net-worth clients. Scott is committed to providing personalized financial advice and helping clients reach their financial goals.
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.
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MI
03/31/2022 - Present
M Holdings Securities, Inc. (KALAMAZOO MI)
MI
11/12/2008 - 06/08/2012
TRIAD ADVISORS, INC. (PORTAGE MI)
MI
05/18/2001 - 11/10/2008
SIGMA FINANCIAL CORPORATION (PORTAGE MI)
IA
Issued 04/13/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/30/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/2011
Series 7 - General Securities Representative Examination
BC
Issued 05/17/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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