Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Michael Ferguson is a financial advisor with over 18 years of experience in the industry. William is currently registered with Osaic Wealth, Inc. and is licensed to provide investment advice in 13 states. Prior to joining Osaic Wealth, Inc., William worked at FSC Securities Corporation and World Group Securities, Inc. William is also the owner of Michael Ferguson & Associates, CPA, LLC. William holds the Series 6, Series 63 and SIE securities licenses. William specializes in working with high net worth individuals, corporations, and pension and profit-sharing plans.
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.
A percentage of the total value of assets under management is charged.
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2
OH
11/03/2023 - Present
Osaic Wealth, Inc. (CINCINNATI OH)
OH
07/02/2007 - 11/03/2023
FSC SECURITIES CORPORATION (CINCINNATI OH)
OH
11/09/2005 - 07/02/2007
WORLD GROUP SECURITIES, INC. (CINCINNATI OH)
GA
01/02/2003 - 08/25/2003
WORLD GROUP SECURITIES, INC. (DULUTH GA)
BC
Issued 01/11/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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