Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Dean Ferguson is a financial advisor at Ameriprise Financial Services, LLC. William has been in the financial services industry since 2012. William holds the Series 63, Series 7 and SIE securities licenses. William is also a Registered Investment Advisor in Minnesota and Texas. William provides asset allocation, financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors and portfolio management for businesses and individuals. Prior to Ameriprise, William worked at RiverSource Distributors, Inc. and Ameriprise Financial Services, Inc.
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.
Asset allocation services
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.
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2
MN
12/18/2022 - Present
Ameriprise Financial Services, LLC (MINNEAPOLIS MN)
MN
06/18/2019 - 12/13/2022
RIVERSOURCE DISTRIBUTORS, INC. (MINNEAPOLIS MN)
MN
02/07/2012 - 06/19/2019
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
IA
Issued 12/07/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/10/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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