Sherida Ferguson, financial advisor Tampa FL
96 score

Sherida Ferguson

CRD Number: 1006922
Current Firm: Ernst & Young Investment Advisers LLP

Sherida Ferguson (CRD# 1006922) is an Investment Advisor Representative working at Ernst & Young Investment Advisers LLP in Tampa, FL and has over 33 years of experience in the finance industry. Sherida Ferguson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Ernst And Young LLP Tampa, FL Feb 2016 - Current < 1
Fsc Securities Corporation Clearwater, FL Sep 2013 - Current 3
Princor Financial Services Corporation Tampa, FL Apr 2009 - Aug 2013 4
Unemployed Tampa, FL Nov 2008 - Apr 2009 < 1
National Planning Holdings Tampa, FL Aug 2008 - Nov 2008 < 1
Unemployed Tampa, FL Jun 2008 - Aug 2008 < 1
Citigroup Global Wealth Sarasota, FL Oct 2005 - Jun 2008 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1983
S65 NASAA Investment Advisors Law Examination Nov 1995
Contact Info for Sherida L. Ferguson
Phone Number: 800-273-0588
Firm Website: http://www.ey.com
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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