Rhonda FergusonCRD Number: 1344508
Current Firm: Morgan Stanley
Rhonda Ferguson (CRD# 1344508) is an Investment Advisor Representative working at Morgan Stanley in Raleigh, NC and has over 15 years of experience in the finance industry.
Wiser Financial Coaching, LLC
Signator Investors, Inc.
Hornor, Townsend & Kent, Inc.
|Morgan Stanley Smith Barney||Raleigh, NC||Jun 2009 - Current||8|
|Morgan Stanley & Company, Incorporated||Raleigh, NC||Apr 2007 - Current||10|
|Morgan Stanley Dw Inc.||Raleigh, NC||Dec 1999 - Apr 2007||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2002|
|S66||NASAA Uniform Combined State Law Examination||Aug 2006|
Total Assets Under Management535,890MILLIONS
Total Number of Accounts1,563,538ACCOUNTS
Average Account Value$342,742
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops