Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angela? Claim Your ProfileAngela Ward has been a financial advisor since 1994 and is currently registered with Raymond James Financial Services Advisors, Inc. She is based in Marietta, Ohio, and works with individual investors, high-net-worth individuals, pension plans, and businesses. Angela is a licensed Series 7 and 63 representative, and has experience working with Peoples Bank and Peoples Investment Services. Angela provides financial planning, investment management, and portfolio management services.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
OH
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (Marietta OH)
FL
04/11/2005 - 01/03/2006
KOVACK SECURITIES INC. (FT. LAUDERDALE FL)
FL
06/12/2000 - 04/01/2005
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
PA
08/25/1994 - 06/06/2000
PARKER/HUNTER INCORPORATED (PITTSBURGH PA)
BC
Issued 09/21/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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