Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heather? Claim Your ProfileHeather Lynn Ferguson is a financial advisor with Raymond James Financial Services Advisors, Inc. located in VALDOSTA, GA. Heather Lynn Ferguson has been in the financial industry since June 29, 2005. Prior to joining Raymond James Financial Services Advisors, Inc., Heather Lynn Ferguson worked at STIFEL, NICOLAUS & COMPANY, INCORPORATED, MORGAN STANLEY SMITH BARNEY, and CITIGROUP GLOBAL MARKETS INC. Heather Lynn Ferguson is registered with the state of Georgia and holds FINRA Series 7 and 66 licenses. Heather Lynn Ferguson also holds the Securities Industry Essentials Examination (SIE) license. Heather Lynn Ferguson's specializations include financial planning, portfolio management for businesses, and portfolio management for individuals.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
GA
03/28/2018 - Present
Raymond James Financial Services Advisors, Inc. (VALDOSTA GA)
GA
10/14/2010 - 04/05/2018
STIFEL, NICOLAUS & COMPANY, INCORPORATED (VALDOSTA GA)
GA
06/01/2009 - 10/22/2010
MORGAN STANLEY SMITH BARNEY (VALDOSTA GA)
GA
06/29/2005 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (VALDOSTA GA)
BOTH
Issued 12/01/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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