Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam J. Ferguson is a financial advisor based in Grand Rapids, Michigan. William has over 25 years of experience in the financial services industry. William is currently registered with Commonwealth Financial Network and has been associated with the firm since April 2018. William has a broad range of experience, including serving as a financial advisor with AXA Advisors, LLC and The Equitable Life Assurance Society of the United States. William is licensed to provide securities and investment advisory services in multiple states, including Michigan, Arizona, Florida, Illinois, Indiana, Massachusetts, Minnesota, Mississippi, Ohio and Texas. William holds the Series 6, 7, 63, and 65 licenses and the SIE designation.
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.
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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MI
04/20/2018 - Present
Commonwealth Financial Network (Grand Rapids MI)
MI
04/16/1993 - 05/07/2018
AXA ADVISORS, LLC (MUSKEGON MI)
NY
04/16/1993 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 10/09/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/12/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/1999
Series 7 - General Securities Representative Examination
BC
Issued 04/12/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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