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Gregory W Ward

Loomis Sayles Distributors, LP

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About Gregory W Ward

Gregory Ward is a financial professional with experience in the securities industry. Ward is currently registered with Loomis Sayles Distributors, LP in Massachusetts. Ward has passed the Series 3, 7, and 63 exams. Ward holds the SIE. Ward has been in the securities industry since 2014.

Firm Information

Gregory Ward is currently registered with Loomis Sayles Distributors, LP. Loomis Sayles Distributors, LP is a Partnership formed in July 1996. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia and Puerto Rico.

Not reported

Assets Under Management

Not reported

Total Clients

73

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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Gregory Ward’s Registration & Firm History

MA

04/25/2014 - Present

Loomis Sayles Distributors, LP (BOSTON MA)

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Licenses & Designations

BC

Issued 05/09/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/24/2014

Series 7 - General Securities Representative Examination

BC

Issued 09/30/2013

Series 3 - National Commodity Futures Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Gregory W Ward.
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