Joseph Ferguson
Wealth Management, Financial Planning at LPL Financial
- Role
- Financial Planning Advisor at LPL Financial
- Location
- Casper, WY, US
- LinkedIn followers
- 500 followers
About Joseph Ferguson
Dave Ramsey SmartVestor Pro Financial Planner Wealth Manager
Experience
Financial Planning Advisor
May 2021 — Present · WY, US
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the \'Contact Info\' section above. Third-party posts found on this profile don’t reflect the views of LPL Financial and haven’t been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Education
University of Wyoming
BS
2003 — 2007
Skills
- Crm
- Asset Allocation
- Separately Managed Accounts
- Mutual Funds
- Series 6
- Sales
- Finra
- Variable Annuities
- Investment Strategies
- Sales Operations
- Sales Presentations
- Financial Modeling
- Finance
- Etfs
- Investments
- Equities
- Series 65
- Selling
- Retirement Planning
- Risk Management
- Portfolio Management
- Salesforce.com
- Alternative Investments
- Retirement
- Series 63
- Strategic Planning
- Fixed Income
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