Unclaimed
Eileen Ward is a financial professional with over a decade of experience in the industry. Eileen has held positions at several prominent financial institutions, including Goldman Sachs & Co. LLC, Sanford C. Bernstein & Co., LLC, and Locorr Distributors, LLC. Eileen currently works at Calamos Financial Services LLC. Eileen is registered with FINRA and holds licenses for Series 7, Series 31, and Series 66 exams.
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.
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.
1
2
IL
08/07/2023 - Present
Calamos Financial Services LLC (NAPERVILLE IL)
MN
01/03/2021 - 07/10/2023
LOCORR DISTRIBUTORS, LLC (EXCELSIOR MN)
PA
08/20/2019 - 01/08/2021
SANFORD C. BERNSTEIN & CO., LLC (PHILADELPHIA PA)
NY
06/21/2012 - 04/01/2019
GOLDMAN SACHS & CO. LLC (NEW YORK NY)
BOTH
Issued 09/10/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/28/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/27/2019
Series 31 - Futures Managed Funds Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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