Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dawne? Claim Your ProfileDawne Ann Ferland has been in the financial industry since 1998. Dawne Ann Ferland is a Registered Representative with Woodstock Wealth Management, Inc., working out of the Union, Kentucky branch office. Dawne Ann Ferland specializes in providing financial planning, portfolio management for individuals and businesses and selection of other advisors. Dawne Ann Ferland is registered to provide investment advice in Colorado, Florida, Kentucky, Massachusetts, Ohio, Rhode Island and Texas.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
KY
07/18/2018 - Present
Woodstock Wealth Management, Inc. (Union KY)
KY
08/09/2005 - 12/10/2019
WOODSTOCK FINANCIAL GROUP, INC. (UNION KY)
MO
01/09/2003 - 05/31/2005
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NY
03/02/1998 - 01/09/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
07/11/1997 - 09/16/1997
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 01/24/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/25/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/10/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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