Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Ferguson is a financial advisor with over 23 years of experience in the financial services industry. Todd is currently registered with Wells Fargo Advisors Financial Network, LLC, and has previously held positions with UBS Financial Services Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Chase Investment Services Corp., and Banc One Securities Corporation. Todd is licensed in 10 states and holds Series 7, Series 63, Series 66, and SIE licenses. Todd focuses on providing investment consulting services to institutional clients, financial planning, pension consulting, selection of other advisors, and portfolio management for businesses and individuals.
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.
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.
Investment consulting services to institutional clients
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.
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2
MI
01/03/2017 - Present
Wells Fargo Advisors Financial Network, LLC (DAVISON MI)
MI
06/04/2010 - 12/27/2016
UBS FINANCIAL SERVICES INC. (GRAND BLANC MI)
MI
11/01/2007 - 06/09/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GRAND BLANC MI)
MI
07/06/2005 - 11/06/2007
CHASE INVESTMENT SERVICES CORP. (DAVISON MI)
IL
09/18/2003 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
NY
05/17/2000 - 09/24/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 02/07/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/12/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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