Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elmer? Claim Your ProfileElmer Ferguson is a financial advisor with over 20 years of experience in the industry. Elmer is currently registered with Onedigital Investment Advisors, a firm that provides investment advisory services to individuals, businesses, and institutions. Prior to joining Onedigital Investment Advisors, Elmer held positions at other firms such as Triad Advisors, MMA Securities LLC, and Sagepoint Financial, Inc. Elmer is also registered with the state of California as an Investment Advisor Representative (IAR) and holds the following licenses: Series 7, Series 63, Series 66, and Series 24. Elmer is a dedicated professional who is committed to providing his clients with personalized investment 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.
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
CA
02/15/2019 - Present
Onedigital Investment Advisors (Walnut Creek CA)
CA
02/19/2019 - 12/31/2019
TRIAD ADVISORS LLC (Lafayette CA)
CA
09/02/2015 - 03/13/2019
MMA SECURITIES LLC (San Francisco CA)
CA
04/10/2007 - 07/19/2018
SAGEPOINT FINANCIAL, INC. (SAN DIEGO CA)
CA
12/05/2014 - 10/07/2015
MMC SECURITIES CORP. (San Francisco CA)
NE
05/03/2013 - 02/07/2014
SPECTRUM CAPITAL, LLC (OMAHA NE)
CA
10/30/2001 - 03/14/2007
PARK AVENUE SECURITIES LLC (SAN DIEGO CA)
NE
11/01/2000 - 10/15/2001
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
BOTH
Issued 02/28/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/14/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/01/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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