Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jevin? Claim Your ProfileJevin Ferguson is a financial advisor who has been in the industry since July 19, 2000. Currently, Jevin is registered with Morgan Stanley. Jevin is also registered in 34 states as a broker and in 2 states as an investment advisor. Jevin has experience at UBS Financial Services Inc. and Citigroup Global Markets Inc. in addition to Morgan Stanley. Jevin provides financial planning, pension consulting and portfolio management services to individuals, businesses, investment companies, and charitable organizations.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
CA
02/01/2019 - Present
Morgan Stanley (Newport Beach CA)
CA
01/22/2009 - 02/12/2019
UBS FINANCIAL SERVICES INC. (NEWPORT BEACH CA)
CA
05/17/2001 - 02/10/2009
CITIGROUP GLOBAL MARKETS INC. (NEWPORT BEACH CA)
MI
06/29/2000 - 04/25/2001
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
IA
Issued 07/09/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/20/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/21/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/21/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 10/11/2000
Series 7 - General Securities Representative Examination
BC
Issued 06/28/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Jevin Ferguson is the right advisor for you? Invested Better is here to help.
