Unclaimed
Fern Fergus is a financial advisor with Steward Partners Investment Solutions, LLC in Boston, Massachusetts. Fern has over 24 years of experience in the financial services industry. Fern has passed the Series 63, Series 7 and SIE exams. Prior to joining Steward Partners Investment Solutions, LLC Fern worked at RAYMOND JAMES FINANCIAL SERVICES, INC., GWFS EQUITIES, INC., UBS FINANCIAL SERVICES INC., MAST SERVICES LLC and PAINEWEBBER INCORPORATED.
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.
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.
1
2
MA
05/27/2022 - Present
Steward Partners Investment Solutions, LLC (BOSTON MA)
MA
12/10/2021 - 05/27/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (BOSTON MA)
MA
09/11/2018 - 01/03/2020
GWFS EQUITIES, INC. (ANDOVER MA)
MA
04/05/2007 - 01/11/2018
UBS FINANCIAL SERVICES INC. (BOSTON MA)
MA
08/07/2001 - 04/22/2005
MAST SERVICES LLC (CAMBRIDGE MA)
NJ
08/20/1997 - 09/15/1999
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
BC
Issued 03/13/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Fern Fergus is the right advisor for you? Invested Better is here to help.