Ferric J. Collons

Investment Consultant at TD Ameritrade

Greater Houston, United States

Overview

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.

Topics They Care 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.
Career Transitions
His current headline, "Starting the next chapter, " indicates a personal and professional focus on navigating significant career changes.

Media Appearances

Ferric has no verified media appearances

Work History

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

Education

Bachelor of Business Administration (B.B.A.) from California State University-Sacramento
1987 - 1990
Education details unavailable from University of California, Berkeley

More Information

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Exp : N/A Location : Greater Houston, United States Job Level : N/A Designation : Investment Consultant at TD Ameritrade
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