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Rowena D Ferry

J.w. Cole Financial, Inc.

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About Rowena D Ferry

Rowena Ferry is a financial advisor with J.w. Cole Financial, Inc. Rowena has been in the financial industry since 2006. She holds Series 6, SIE, and Series 63 licenses. Rowena has previously worked at MORGAN STANLEY, IFP SECURITIES, LLC, LPL FINANCIAL LLC, INVEST FINANCIAL CORPORATION, and INTERSECURITIES, INC. She is registered in Florida and Kansas.

Firm Information

Rowena Ferry is currently registered with J.w. Cole Financial, Inc.. J.w. Cole Financial, Inc. is a Corporation formed in October 2002 and is registered in 52 states, including Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.

Not reported

Assets Under Management

Not reported

Total Clients

84

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Rowena Ferry’s Registration & Firm History

FL

06/16/2021 - Present

J.w. Cole Financial, Inc. (TAMPA FL)

FL

03/31/2021 - 06/10/2021

MORGAN STANLEY (TAMPA FL)

FL

05/22/2019 - 02/26/2021

IFP SECURITIES, LLC (TAMPA FL)

FL

05/25/2018 - 05/23/2019

LPL FINANCIAL LLC (TAMPA FL)

WI

09/12/2006 - 04/17/2018

INVEST FINANCIAL CORPORATION (APPLETON WI)

FL

02/21/2006 - 09/06/2006

INTERSECURITIES, INC. (ST. PETERSBURG FL)

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Licenses & Designations

BC

Issued 12/06/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/20/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Rowena D Ferry.
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