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 a financial advisor with over 13 years of experience in the financial services industry. William is currently registered with Prospera Financial Services, Inc. and holds a Series 7, Series 66 and SIE license. William also has a Series 99TO license. William offers a variety of financial services, including financial planning, portfolio management, and investment advice. William has a Certified Financial Planner designation and has also worked for VSR Financial Services, Inc. and Summit Brokerage Services, Inc. in the past. William is dedicated to providing personalized financial advice to individuals and families.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Percentage of assets under review
1
2
TX
02/15/2017 - Present
Prospera Financial Services, Inc. (MT Pleasant TX)
TX
09/01/2016 - 02/23/2017
SUMMIT BROKERAGE SERVICES, INC. (PITTSBURG TX)
TX
09/07/2016 - 11/02/2016
VSR FINANCIAL SERVICES, INC. (MOUNT PLEASANT TX)
TX
01/26/2010 - 09/01/2016
VSR FINANCIAL SERVICES, INC. (MOUNT PLEASANT TX)
BOTH
Issued 02/12/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure William Ferguson is the right advisor for you? Invested Better is here to help.
