Unclaimed
Michael Ferguson is an Investment Advisor Representative with Fisher Investments. Michael has been in the financial services industry since 1998. Michael is registered to provide investment advisory services in California and Texas. Michael is also registered with FINRA as a General Securities Representative and has passed the Uniform Investment Adviser Law Examination.
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.
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.
Portfolio assessment
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.
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.
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2
CA
08/31/2023 - Present
Fisher Investments (WOODSIDE CA)
NY
11/17/2000 - 04/11/2003
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NJ
08/14/1998 - 12/13/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 02/05/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/10/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/13/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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