Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Callalily? Claim Your ProfileCallalily Q. Ferguson is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Callalily has been in the industry since 2018, and is currently registered in 45 states and the District of Columbia. Callalily has passed several industry exams including Series 66, Series 7TO, SIE and Series 7. Callalily's specialties include mutual funds, retirement planning, variable life insurance, annuities, and 529 plans. Callalily is also an employee of Beauty Barrage, LLC. Callalily is committed to providing her clients with the highest level of service and expertise. Callalily offers a wide range of financial products and services to meet the needs of her clients.
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.
1
2
WA
02/28/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SPOKANE WA)
WA
05/30/2018 - 03/11/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SPOKANE WA)
BOTH
Issued 02/27/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/24/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/25/2023
SIE - Securities Industry Essentials Examination
BC
Issued 05/30/2018
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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