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Eileen M Ward

Calamos Financial Services LLC

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About Eileen M Ward

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.

Firm Information

Eileen Ward is currently registered with Calamos Financial Services LLC. Calamos Financial Services LLC is a Limited Liability Company formed on September 15, 2004. The firm is registered in 53 states and the District of Columbia, as well as with the Securities and Exchange Commission.

Not reported

Assets Under Management

Not reported

Total Clients

83

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Eileen Ward’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Eileen M Ward.
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