Ferric J. Collons in

Ferric J. Collons

Investment Consultant at TD Ameritrade
📍 Greater Houston, United States

Ferric J. Collons is an experienced investment professional, having held financial advisor and consultant roles at prominent firms like TD Ameritrade, Merrill Lynch, and Morgan Stanley. He holds a Bachelor of Business Administration from California State University-Sacramento and specializes in comprehensive retirement planning, including IRA rollovers and 401(k) management.

While his professional focus is on finance, he holds an interest in the University of California, Berkeley, and Morgan Stanley Wealth Management, suggesting a continued passion for the intersection of academia and top-tier financial services.

His current professional status is listed as "Starting the next chapter, " indicating a recent and significant career transition.

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Current Role
Investment Consultant
Location
Greater Houston, United States
Personality Overview
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Priorities

Topics Ferric cares about

Retirement Planning
His expertise covers a wide range of retirement services, including income analysis, IRAs, and 401(k) rollovers, making this a core professional focus.
Wealth Management
His career history at Merrill Lynch, Morgan Stanley, and Stifel Nicolaus demonstrates a deep background in advising clients on wealth management strategies.
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Career

Work history

10-2013 - 2-2016
Investment Consultant
TD Ameritrade
4-2013 - 9-2013
Financial Advisor
Merrill Lynch
2-2012 - 3-2013
Financial Advisor
Morgan Stanley Wealth Management
8-2011 - 1-2012
Financial Advisor
Stifel Nicolaus
3-2006 - 10-2008
Staff Accountant
Enterprise Rent-A-Car
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
Bachelor of Business Administration (B.B.A.)
California State University-Sacramento
1987 - 1990
Education details unavailable
University of California, Berkeley
Social presence
in

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