Unclaimed
Everett Ray Ferguson is a financial advisor who has been active in the industry since 1997. Currently, Everett Ray Ferguson is a Registered Investment Advisor Representative with Financial Transparency. Everett Ray Ferguson has previously been associated with CSSC BROKERAGE SERVICES, INC., MUTUAL SERVICE CORPORATION, FSC SECURITIES CORPORATION and NORTH AMERICAN FINANCIAL GROUP, INC. Everett Ray Ferguson is also a Certified Financial Planner. Everett Ray Ferguson works with individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Everett Ray Ferguson provides financial planning, educational seminars, selection of other advisors, and portfolio management services.
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.
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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NC
07/21/2018 - Present
Financial Transparency (GREENSBORO NC)
TX
03/21/2007 - 08/07/2018
CSSC BROKERAGE SERVICES, INC. (ABILENE TX)
TX
08/31/2001 - 03/21/2007
MUTUAL SERVICE CORPORATION (ABILENE TX)
GA
02/25/1998 - 08/31/2001
FSC SECURITIES CORPORATION (ATLANTA GA)
MI
09/04/1997 - 03/06/1998
NORTH AMERICAN FINANCIAL GROUP, INC. (WARREN MI)
BOTH
Issued 09/18/1997
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/03/2002
Series 24 - General Securities Principal Examination
BC
Issued 08/07/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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