MF
MF

Marguerite Ferguson

15 Years of Experience
Jacksonville, FL
Broker

Marguerite Ferguson is a registered investment advisor at Northwestern Mutual Investment Services,llc, based in Jacksonville, FL, with 15 years of industry experience. Marguerite operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 1 clients.

Compensation
Fixed/Hourly
Firm Size
2117 advisors
Number of Clients
1 client
Average Client Portfolio
Not specified

Fee Structure

Investment management only (planning not offered)

NMIS does not manage accounts directly for individual clients. NMIS provides referral services to other investment advisors and fixed income advice to other investment advisors.

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Location

4345 Southpoint Blvd, Suite 400, Jacksonville, FL, 32216

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Northwestern Mutual Investment Services, LLCBroker
May 2025 - Present · 1 yr
Previous Registrations
Morgan Stanley
July 2023 - April 2025 · 1 yr 9 mos
Morgan StanleyBroker
July 2023 - April 2025 · 1 yr 9 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2013 - July 2023 · 10 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2013 - July 2023 · 10 yrs 4 mos
Merrill Lynch Pierce Fenner & Smith INC.
November 2005 - August 2007 · 1 yr 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2005 - August 2007 · 2 yrs 2 mos
State Registrations50 states
AKALARAZCOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.