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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Ward is an investment advisor representative with Wealthcare Advisory Partners LLC and is a Chartered Financial Analyst. Brian has been in the financial services industry since 2006 and has a broad range of experience with individuals, corporations, trusts, and retirement plans. Brian is committed to providing his clients with personalized financial advice and strategies to help them achieve their financial goals. Brian has worked for UBS Financial Services Inc. and Citigroup Global Markets Inc. in the past. Brian is licensed in Delaware as an Investment Advisor Representative and has passed the Series 7, Series 63, and SIE exams. Brian is also affiliated with Longford Wealth Management LLC, which is a DBA for Wealthcare Advisory Partners LLC, as well as Eagle Global Advisors as a Marketing Consultant.
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.
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
PA
05/01/2024 - Present
Wealthcare Advisory Partners LLC (WEST CHESTER PA)
FL
06/30/2022 - 10/17/2023
CARILLON FUND DISTRIBUTORS, INC. (ST. PETERSBURG FL)
PA
03/08/2018 - 06/30/2022
CHARTWELL TSC SECURITIES CORP. (PITTSBURGH PA)
NJ
08/09/2006 - 04/23/2007
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
02/24/1997 - 08/16/2006
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BC
Issued 10/28/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/2018
Series 7 - General Securities Representative Examination
Active
Inactive
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