Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chandis? Claim Your ProfileChandis Ferguson is an investment advisor representative with International Assets Investment Management, LLC. Chandis has been in the industry since May 1995, and holds the Series 63, Series 65 and Series 7 licenses. Chandis is registered with the state of Kentucky as an Investment Advisor Representative. Chandis has also previously been registered with Sunbelt Securities, Inc., Morgan Stanley Smith Barney, Citigroup Global Markets Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. In addition to working with International Assets Investment Management, LLC, Chandis is also involved in the Platinum Investments, LLC (DBA) and International Assets Advisory, LLC.
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.
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2
KY
03/08/2016 - Present
International Assets Investment Management, LLC (RUSSELL KY)
KY
10/26/2009 - 02/16/2016
SUNBELT SECURITIES, INC. (ASHLAND KY)
WV
06/01/2009 - 11/18/2009
MORGAN STANLEY SMITH BARNEY (HUNTINGTON WV)
WV
05/07/2001 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (HUNTINGTON WV)
NY
05/05/1995 - 05/31/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 05/30/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/22/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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