Unclaimed
Victoria Ferguson is a financial advisor with over three years of experience in the industry. Victoria has a background in education, having worked as a teacher at Las Vegas Academy of the Arts and as a graduate assistant at the University of Utah. Victoria holds the Series 65, 66, and 7TO licenses and is also a Certified Financial Planner. Victoria currently works with Northstar Investment Advisory LLC. Victoria focuses on providing financial planning services to individual clients, and also offers educational seminars.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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UT
01/08/2025 - Present
Northstar Investment Advisory LLC (Salt Lake City UT)
CA
02/28/2023 - 05/16/2023
SECFI SECURITIES, LLC (SAN FRANCISCO CA)
UT
01/10/2020 - 06/29/2021
ROBERT W. BAIRD & CO. INCORPORATED (SALT LAKE CITY UT)
IA
Issued 09/17/2021
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 06/29/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/10/2020
Series 7TO - General Securities Representative Examination
BC
Issued 08/03/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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