Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dennis? Claim Your ProfileDennis Fergusson is a financial advisor with over 20 years of experience in the industry. Dennis has a Series 7 and Series 63 license and holds the Certified Financial Planner designation. He is currently registered with Commonwealth Financial Network and has been in this role since 2007. Dennis provides financial planning, portfolio management, and other advisory services to individuals, corporations, and charitable organizations. Prior to his current role, Dennis was employed by Ameriprise Financial Services, Inc. and IDS Life Insurance Company. Dennis is committed to providing his clients with personalized financial advice and guidance.
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.
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.
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2
MA
01/16/2014 - Present
Commonwealth Financial Network (NORTH READING MA)
MA
06/02/1998 - 01/05/2007
AMERIPRISE FINANCIAL SERVICES, INC. (READING MA)
MN
06/02/1998 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 06/23/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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