Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rebecca? Claim Your ProfileRebecca Ferguson is a financial professional with over 17 years of experience in the industry. Currently, Rebecca is registered with M Holdings Securities, Inc. Rebecca previously worked for First Palladium, LLC, Mercap Securities, LLC, ING Financial Partners, Inc., Transamerica Financial Advisors, Inc., OneAmerica Securities, Inc., and IL Securities, Inc.. Rebecca holds the Series 6, Series 63 and SIE licenses. Rebecca is licensed in Colorado and Indiana. Rebecca has a demonstrated ability to provide comprehensive financial planning services to individuals, families, and businesses. She has a strong understanding of investment strategies and is committed to helping 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.
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.
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.
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2
CO
12/06/2022 - Present
M Holdings Securities, Inc. (DENVER CO)
IN
10/25/2019 - 12/02/2022
FIRST PALLADIUM, LLC (FORT WAYNE IN)
GA
12/11/2014 - 12/04/2017
MERCAP SECURITIES, LLC (ATLANTA GA)
IN
08/20/2010 - 12/31/2012
ING FINANCIAL PARTNERS, INC. (INDIANAPOLIS IN)
IN
09/04/2009 - 05/28/2010
TRANSAMERICA FINANCIAL ADVISORS, INC (INDIANAPOLIS IN)
IN
06/24/2005 - 09/04/2009
TRANSAMERICA FINANCIAL ADVISORS, INC. (INDIANAPOLIS IN)
IN
12/06/2002 - 05/25/2005
ONEAMERICA SECURITIES, INC. (INDIANAPOLIS IN)
IA
06/05/2002 - 12/02/2002
IL SECURITIES, INC. (WEST DES MOINES IA)
IA
11/16/2001 - 02/26/2002
IL SECURITIES, INC. (WEST DES MOINES IA)
BC
Issued 05/19/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/04/2017
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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