Unclaimed
Thomas Higbie is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Thomas has been in the industry since August 2023 and has a Series 66 license. Thomas has worked at a variety of companies in the past, including Webster Bank, Orthopaedic Specialty Group, Sarah Inc., and Turnbridge. Thomas specializes in providing investment advisory services to high-net-worth individuals, corporations, and other businesses. Thomas offers portfolio management, financial planning, and educational seminars.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
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CT
01/03/2025 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SHELTON CT)
Active
Inactive
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