Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephenie? Claim Your ProfileStephenie Jah-ling Higa is a financial advisor with Osaic Wealth, Inc. based in Eugene, Oregon. Stephenie has been in the financial industry since 2007 and has a wide range of experience in helping clients with their financial planning and investment needs. Stephenie is also a registered representative with Securities America, Inc. and has previously worked with KMS Financial Services, Inc. and LPL Financial LLC. Stephenie holds the Series 6, 7TO, and Series 63 licenses.
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.
1
2
OR
06/14/2024 - Present
Osaic Wealth, Inc. (Eugene OR)
OR
11/06/2020 - 06/14/2024
SECURITIES AMERICA, INC. (Eugene OR)
OR
01/06/2020 - 11/06/2020
KMS FINANCIAL SERVICES, INC. (Eugene OR)
OR
06/19/2015 - 01/23/2020
LPL FINANCIAL LLC (EUGENE OR)
CA
06/21/2007 - 05/22/2015
LINCOLN FINANCIAL ADVISORS CORPORATION (IRVINE CA)
BC
Issued 08/24/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/26/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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