Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Ward is a financial advisor with Ameriprise Financial Services, LLC. Adam has been in the industry since December 2001, and has worked at IDS LIFE INSURANCE COMPANY and LINSCO/PRIVATE LEDGER CORP. before joining Ameriprise Financial Services, LLC. Adam is registered as a Broker-Dealer in 31 states and an Investment Advisor in 3 states. Adam is also licensed to provide financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisers, and portfolio management for businesses and individuals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
CA
10/12/2009 - Present
Ameriprise Financial Services, LLC (San Jose CA)
MN
05/23/2002 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
SC
11/15/2001 - 05/02/2002
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
BOTH
Issued 10/30/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/30/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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