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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maria? Claim Your ProfileMaria Michelle mabelle Ferguson is a financial advisor with Edward Jones, a financial services firm with a national reach and a long history of serving individuals and families. Maria has been in the financial services industry since 2011, providing expert advice to clients in a variety of areas, including retirement planning, college savings, and estate planning. She holds Series 6, 7, and 66 licenses, and is registered to offer investment advisory services in multiple states. Maria is committed to building long-term relationships with clients and providing them with the guidance they need to achieve 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
MA
12/27/2018 - Present
Edward Jones (HYANNIS MA)
MA
09/14/2011 - 03/28/2012
LPL FINANCIAL LLC (SOUTH DENNIS MA)
BOTH
Issued 06/14/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/21/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/2012
Series 7 - General Securities Representative Examination
BC
Issued 09/13/2011
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
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