Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dwayne? Claim Your ProfileDwayne Todd Ferguson is an investment advisor representative associated with JT Stratford, LLC, located in Gainesville, GA. Dwayne Ferguson has been in the industry for over 25 years and has been a registered investment advisor since 2001. Dwayne Ferguson is registered with the state of Georgia, North Carolina, and Texas. Dwayne Ferguson has experience working with individuals, high-net-worth individuals, corporations or other businesses, charitable organizations, and pension and profit-sharing plans. Dwayne Ferguson offers a variety of services including financial planning, portfolio management for individuals and businesses, pension consulting, and selection of other advisors. Dwayne Ferguson's previous employment includes Silver Oak Securities, Incorporated, Triad Advisors LLC, American General Securities Incorporated, Washington Square Securities, Inc., and WMA Securities, Inc.
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.
Consulting agreement
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
GA
07/23/2015 - Present
JT Stratford, LLC (GAINESVILLE GA)
GA
08/17/2021 - 01/12/2023
SILVER OAK SECURITIES, INCORPORATED (Gainesville GA)
GA
02/17/2005 - 08/17/2021
TRIAD ADVISORS LLC (GAINESVILLE GA)
AZ
01/11/2002 - 02/23/2005
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
CT
01/07/1999 - 12/31/2001
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
GA
10/24/1997 - 01/19/1999
WMA SECURITIES, INC. (DULUTH GA)
IA
Issued 05/21/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/23/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/2007
Series 7 - General Securities Representative Examination
BC
Issued 10/23/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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