Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Timothy Furgueson is a financial advisor who has been in the industry since 1994. William is currently registered with Essex Financial Services, Inc. William is also a registered investment advisor in Connecticut and other states. William has experience working with various clients including individuals, corporations, charitable organizations and pension and profit sharing plans. William has specialized in providing financial planning and investment advice.
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.
A percentage of the total value of assets under management is charged.
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2
CT
06/22/2011 - Present
Essex Financial Services, Inc. (ESSEX CT)
CT
06/22/2011 - 07/29/2021
ESSEX FINANCIAL SERVICES, INC. (ESSEX CT)
CT
04/01/2010 - 06/24/2011
PURSHE KAPLAN STERLING INVESTMENTS (CENTERBROOK CT)
CT
06/01/2009 - 04/26/2010
MORGAN STANLEY SMITH BARNEY (ESSEX CT)
CT
11/22/1994 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (ESSEX CT)
IA
Issued 05/08/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/29/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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