Andy Ferguson
Directeur Général chez Proquility Private Wealth Partners LLC
Profil
Mr. Andrew F.
Ferguson is a Founder & Chief Executive Officer at Proquility Private Wealth Partners LLC.
He has over 37 years of experience in financial and estate planning at Merrill Lynch.
He has served as Chairperson of the Merrill Lynch Advisory Council to Management (ACTM), advising the senior management of the company on issues affecting clients worldwide.
He also served as an industry arbitrator for the National Association of Securities Dealers (NASD) between 1994 and 2006.
His Bachelor of Science in Finance is from the University of Arizona, and he received his Certified Investment Management Analyst (CIMA) designation from the Wharton School at the University of Pennsylvania.
He is a Certified Financial Planner.
Postes actifs de Andy Ferguson
| Sociétés | Poste | Début |
|---|---|---|
Proquility Private Wealth Partners LLC
 Proquility Private Wealth Partners LLC Investment ManagersFinance Proquility Private Wealth Partners LLC (Proquility) is an independent, SEC-registered investment advisor headquartered in Las Vegas, Nevada. The firm was founded by Andy Ferguson in 2020. Proquility provides individuals and other types of clients with a wide array of investment advisory services. | Directeur Général | 01/01/2020 |
Anciens postes connus de Andy Ferguson
| Sociétés | Poste | Fin |
|---|---|---|
Merrill Lynch, Pierce, Fenner & Smith, Inc.
 Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Corporate Officer/Principal | 01/08/2020 |
Formation de Andy Ferguson
| University of Arizona | Undergraduate Degree |
Expériences
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
Proquility Private Wealth Partners LLC
Proquility Private Wealth Partners LLC Investment ManagersFinance Proquility Private Wealth Partners LLC (Proquility) is an independent, SEC-registered investment advisor headquartered in Las Vegas, Nevada. The firm was founded by Andy Ferguson in 2020. Proquility provides individuals and other types of clients with a wide array of investment advisory services. | Finance |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Finance |
