Unclaimed
Brett Jerald Ferguson is a financial advisor registered with Ameriprise Financial Services, LLC. Brett has been in the industry since February 2017 and holds several licenses and registrations. Brett is a registered representative and investment advisor representative with Ameriprise. Brett has experience working with clients including high-net-worth individuals, individuals other than high-net-worth, trusts/estates, insurance companies, charitable organizations, pension and profit-sharing plans, and corporations or other businesses. Brett offers a variety of financial planning services, including asset allocation, portfolio management, and retirement planning. Brett is licensed to sell securities in several states and is also registered as an Investment Advisor Representative in Washington and Texas. Brett is dedicated to helping clients achieve 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.
Asset allocation services
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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2
WA
07/10/2017 - Present
Ameriprise Financial Services, LLC (RENTON WA)
BC
Issued 04/13/2017
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/29/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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