Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sherida? Claim Your ProfileSherida Ferguson is a financial advisor with Raymond James & Associates, Inc. and Raymond James Financial Services Advisors, Inc. Sherida has been in the financial services industry since 1984 and has experience with a wide range of financial products and services. Sherida is a Certified Financial Planner™ and has the Series 7, Series 24, Series 63, and Series 65 licenses. Sherida offers a range of financial services including portfolio management, financial planning, pension consulting, educational seminars, and selection of other advisors.
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.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
01/17/2018 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
FL
08/11/2017 - 01/10/2018
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST PETERSBURG FL)
FL
09/13/2013 - 05/12/2016
FSC SECURITIES CORPORATION (CLEARWATER FL)
FL
04/01/2009 - 09/30/2013
PRINCOR FINANCIAL SERVICES CORPORATION (TAMPA FL)
FL
02/04/2009 - 02/20/2009
AMERIPRISE FINANCIAL SERVICES, INC. (TAMPA FL)
FL
08/21/2008 - 11/04/2008
INVEST FINANCIAL CORPORATION (TAMPA FL)
FL
12/02/2005 - 06/23/2008
CITIGROUP GLOBAL MARKETS INC. (SARASOTA FL)
NJ
05/28/2003 - 10/20/2005
J. B. HANAUER & CO. (PARSIPPANY NJ)
MO
02/09/2000 - 05/28/2003
EDWARD JONES (ST. LOUIS MO)
CT
07/28/1997 - 03/02/2000
HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)
NY
10/06/1992 - 06/11/1997
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
CA
10/17/1991 - 03/17/1992
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
MA
04/26/1991 - 11/15/1991
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
04/26/1991 - 11/15/1991
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
FL
10/23/1990 - 01/03/1991
BARNETT BROKERAGE SERVICE, INC. (JACKSONVILLE FL)
MA
09/23/1988 - 10/12/1990
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
09/23/1988 - 10/12/1990
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NY
08/20/1981 - 08/09/1988
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 11/27/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/02/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/23/1989
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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