Unclaimed
Marc K. Ferguson is a financial advisor with Edward Jones. Marc has been working in the financial industry since December 1996 and has a broad range of experience in the field. Marc holds multiple licenses and registrations, including Series 63, Series 66, and Series 7, and has extensive experience in providing financial planning, portfolio management, and pension consulting services to individual clients, businesses, and corporations. Marc K. Ferguson is a trusted advisor who helps clients reach their financial goals.
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.
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.
See schedule d - miscellaneous
1
2
MI
01/03/2024 - Present
Edward Jones (ALPENA MI)
BOTH
Issued 12/23/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/04/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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