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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you April? Claim Your ProfileApril Ward is a financial advisor with Wells Fargo Clearing Services, LLC. April has been in the financial industry since 2008. She holds Series 7 and Series 63 securities licenses as well as the SIE. April's previous experience includes roles at Purshe Kaplan Sterling Investments and Chase Investment Services Corp. She has experience working with individuals, businesses, and institutions. She is registered to provide financial advice in 39 states.
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.
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.
Investment consulting services to institutional clients
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.
1
2
IL
03/05/2014 - Present
Wells Fargo Clearing Services, LLC (CHICAGO IL)
IL
11/15/2011 - 10/25/2013
PURSHE KAPLAN STERLING INVESTMENTS (SKOKIE IL)
IL
01/26/2011 - 04/15/2011
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
IL
08/03/2007 - 05/07/2010
WAYNE HUMMER INVESTMENTS L.L.C. (CHICAGO IL)
BC
Issued 07/24/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2007
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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