Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Ferguson is an experienced financial professional who has been working in the industry since 2012. William is currently registered with both LPL Financial LLC and Stratos Wealth Partners, Ltd.. William offers a range of investment advisory services to individuals, businesses, and high-net-worth clients. William is also experienced in working with pension plans and profit-sharing plans. William specializes in providing investment advice, financial planning, and consulting services. William has a strong commitment to helping clients 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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
06/06/2023 - Present
LPL Financial LLC (SEWICKLEY PA)
PA
01/06/2014 - 03/14/2014
COMMONWEALTH FINANCIAL NETWORK (PITTSBURGH PA)
PA
07/03/2013 - 08/27/2013
PNC INVESTMENTS (PITTSBURGH PA)
PA
04/01/2013 - 06/06/2013
AXA ADVISORS, LLC (SEVEN FIELDS PA)
PA
04/03/2012 - 03/14/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PITTSBURGH PA)
PA
07/25/2011 - 03/28/2012
CCO INVESTMENT SERVICES CORP. (BETHEL PARK PA)
BOTH
Issued 06/22/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/25/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/2012
Series 7 - General Securities Representative Examination
BC
Issued 07/22/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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