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Veltrice Macon Higginbotham

First Citizens Investor Services, Inc.

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About Veltrice Macon Higginbotham

Veltrice Macon Higginbotham is a registered representative at First Citizens Investor Services, Inc. Veltrice has been in the securities industry since February 2022. Veltrice has successfully completed the Series 7, Series 99, Series 24, and SIE exams. Veltrice is registered with FINRA. Veltrice specializes in financial planning, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.

Firm Information

Veltrice Higginbotham is currently registered with First Citizens Investor Services, Inc.. First Citizens Investor Services, Inc. is a Corporation formed in 1994 with its main office located in Raleigh, North Carolina. The firm offers a range of advisory services including financial planning, selection of other advisors, and portfolio management for individuals and businesses. First Citizens Investor Services, Inc. manages approximately $1.73 billion in regulatory assets under management for a diverse clientele, including individuals, high-net-worth individuals, corporations, charitable organizations, and pension plans.
First Citizens Investor Services, Inc.

8540 COLONNADE CENTER DRIVE

RALEIGH, NC 27615

$1.73B

Assets Under Management

Not reported

Total Clients

574

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Veltrice Higginbotham’s Registration & Firm History

NC

02/23/2022 - Present

First Citizens Investor Services, Inc. (RALEIGH NC)

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Licenses & Designations

BC

Issued 07/08/2022

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 02/23/2022

Series 7TO - General Securities Representative Examination

BC

Issued 03/11/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 3 public disclosures for Veltrice Macon Higginbotham. Review regulatory record here.
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