Unclaimed
Jacqueline Ferguson is a registered investment advisor representative with Osaic Wealth, Inc. based in East Hartford, CT. Jacqueline has been in the financial services industry since 2014, and holds the Series 65 license. Jacqueline's experience includes previous roles at TD Bank and Ragnarok Tattoo Company, Inc. Jacqueline offers financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and 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.
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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CT
10/31/2024 - Present
Osaic Wealth, Inc. (EAST HARTFORD CT)
Active
Inactive
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