Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Ward is a financial advisor with Commonwealth Financial Network in Alpharetta, GA. David has been in the financial industry since 1996 and has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. David holds multiple licenses and designations, including the Series 6, 7, 26, and 63 licenses and the Certified Financial Planner designation. David provides investment advisory services to clients in Georgia and other states, including: financial planning, portfolio management for individuals and businesses, pension consulting, selection of other advisors, and publication of periodicals. Commonwealth Financial Network is a national financial services firm that provides a wide range of investment and financial planning services to individuals, families, and businesses.
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.
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.
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2
GA
01/05/2009 - Present
Commonwealth Financial Network (Alpharetta GA)
GA
09/26/1997 - 01/05/2009
AMERIPRISE FINANCIAL SERVICES, INC. (ALPHARETTA GA)
MN
09/26/1997 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
GA
01/15/1996 - 10/15/1997
WMA SECURITIES, INC. (DULUTH GA)
BC
Issued 03/19/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/07/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/1997
Series 7 - General Securities Representative Examination
BC
Issued 01/12/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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