Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Britta? Claim Your ProfileBritta Ferguson is a financial advisor with Wealth Enhancement Advisory Services, LLC. Britta has been in the industry since January 16, 2014. Britta is registered with the state of California as a registered investment advisor and a broker-dealer. Britta holds Series 63, 66, 7, and 7TO securities licenses and the SIE exam. Britta also holds the Certified Financial Planner designation. Wealth Enhancement Advisory Services, LLC is an independent investment advisor firm and Britta provides investment advisory services through the firm. Britta is dedicated to helping clients reach 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.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
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.
Fees received from third party investment advisors
1
2
MN
05/18/2022 - Present
Wealth Enhancement Advisory Services, LLC (PLYMOUTH MN)
CA
05/14/2008 - 01/26/2016
FIDELITY BROKERAGE SERVICES LLC (SAN DIEGO CA)
BC
Issued 04/18/2023
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 10/21/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/06/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/07/2022
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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