Unclaimed
Blaine Ferguson is a registered investment advisor with CWA Asset Management Group and CW Institutional, LLC. Blaine is active in the industry and has been providing investment advice since 2004. Blaine is licensed in Florida and Nebraska. Blaine is a Series 65 and Series 7 licensed professional. The advisor has experience in the financial planning, investment management, and pension consulting industries. Blaine's firm, CWA Asset Management Group, serves a wide range of clients, including high-net-worth individuals, charitable organizations, corporations, and pension plans. Blaine's clients benefit from his expertise in financial planning, investment management, and pension consulting.
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.
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
FL
10/15/2013 - Present
CWA Asset Management Group (NAPLES FL)
NY
06/17/2004 - 07/20/2004
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
IA
Issued 07/07/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/16/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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