Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ted? Claim Your ProfileTed Andrew Ferik is a financial advisor with over 13 years of experience in the financial services industry. Ted is currently registered with Avantax Advisory Services, a firm with over 1700 licensed agents and 2400 investment advisor representatives. Ted is also a Chartered Financial Analyst (CFA) and has a deep understanding of the financial markets. Ted is committed to providing his clients with personalized financial advice and helping them 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.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
TX
09/16/2022 - Present
Avantax Advisory Services (DALLAS TX)
CT
10/05/2017 - 05/19/2022
CIGNA BENEFITS FINANCING, INC. (BLOOMFIELD CT)
CT
07/20/2010 - 10/20/2015
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Norwalk CT)
CT
04/25/2008 - 07/25/2008
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (WESTPORT CT)
BOTH
Issued 01/22/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/19/2017
Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/11/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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