Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Ward is a financial advisor registered with Belpointe Asset Management LLC and is based in Enid, Oklahoma. Gary has been in the financial services industry for over 30 years and has experience in various areas such as investment advising and insurance sales. Gary has worked with a number of firms throughout his career, including VOYA Financial Advisors, Inc. and Century Investment Group Incorporated. Gary holds several licenses including Series 63, Series 65, Series 7 and SIE. Currently, Gary provides investment advice to a range of clients, including high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. In addition to investment advisory services, Gary also offers financial planning, pension consulting, educational seminars, and selection of other advisors.
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.
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
OK
06/08/2017 - Present
Belpointe Asset Management LLC (Enid OK)
OK
03/28/1995 - 05/05/2017
VOYA FINANCIAL ADVISORS, INC. (ENID OK)
CA
06/07/1994 - 03/29/1995
CENTURY INVESTMENT GROUP INCORPORATED (SAN DIEGO CA)
NA
11/08/1990 - 05/24/1994
PAS, INC.
NA
11/28/1989 - 10/22/1990
KINGLAND CAPITAL CORPORATION
MO
03/27/1989 - 11/13/1989
STIFEL, NICOLAUS & COMPANY, INCORPORATED (ST. LOUIS MO)
NA
01/15/1988 - 04/06/1989
DEAN WITTER REYNOLDS INC.
NY
06/23/1987 - 04/06/1989
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 06/25/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/16/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/05/2017
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/1987
Series 7 - General Securities Representative Examination
Active
Inactive
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