Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffery? Claim Your ProfileJeffery Arnez Ferguson is an active investment advisor representative registered with LPL Financial LLC. Jeffery Arnez Ferguson has been working in the financial services industry since October 1999. Jeffery Arnez Ferguson holds Series 7, Series 24, Series 63 and Series 65 licenses and has a background in securities and investment advisory 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
1
2
SC
07/25/2018 - Present
LPL Financial LLC (FORT MILL SC)
FL
10/19/1999 - 09/19/2017
INVEST FINANCIAL CORPORATION (TAMPA FL)
BC
Issued 10/27/2017
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/10/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/11/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jeffery Ferguson is the right advisor for you? Invested Better is here to help.
