Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eli? Claim Your ProfileEli Micah Ward is a financial advisor who has been in the industry since 1996. Eli is currently registered with Ameriprise Financial Services, LLC. Eli's primary office location is in Kansas City, MO. Eli has experience with a wide range of client types, including individuals, high-net-worth individuals, corporations, charitable organizations, pension plans, and trusts. Eli holds the Series 7, Series 63, and SIE licenses, as well as several state securities licenses. Eli also offers a variety of financial planning and investment management services.
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.
Asset allocation services
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.
1
2
MO
01/06/2020 - Present
Ameriprise Financial Services, LLC (Kansas City MO)
MN
04/08/1997 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NY
08/14/1996 - 01/22/1997
H.J. MEYERS & CO., INC. (ROCHESTER NY)
IA
07/11/1996 - 08/14/1996
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (CEDAR RAPIDS IA)
BC
Issued 07/15/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/10/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Eli Ward is the right advisor for you? Invested Better is here to help.
