Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jay? Claim Your ProfileJay Bradley Ferguson is a financial advisor with Houlihan Lokey Capital, Inc., registered with the state of North Carolina. Jay has been working in the financial services industry since 2016. Jay has passed the Series 63, SIE, and Series 79 exams. Prior to joining Houlihan Lokey, Jay was with WILLIAM BLAIR.
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
NC
10/04/2023 - Present
Houlihan Lokey Capital, Inc. (Charlotte NC)
NC
10/05/2015 - 04/11/2023
WILLIAM BLAIR (CHARLOTTE NC)
BC
Issued 11/09/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/2015
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
Not sure Jay Ferguson is the right advisor for you? Invested Better is here to help.
