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Helen Geneva Ward

Davis Distributors, LLC

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About Helen Geneva Ward

Helen Geneva Ward is a financial professional with over 15 years of experience in the industry. Helen is currently registered with Davis Distributors, LLC, and holds Series 6, Series 63, and SIE licenses. Helen is registered in Arizona.

Firm Information

Helen Ward is currently registered with Davis Distributors, LLC. Davis Distributors, LLC is a Limited Liability Company formed in May 1997 and is registered in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. The firm has a single SEC registration and has been approved for registration in all 53 jurisdictions where it operates.

Not reported

Assets Under Management

Not reported

Total Clients

37

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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Helen Ward’s Registration & Firm History

AZ

06/27/2007 - Present

Davis Distributors, LLC (TUCSON AZ)

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Licenses & Designations

BC

Issued 08/06/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/25/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Helen Geneva Ward.
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