Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Ward is a financial advisor who has been in the industry since 2002. James is currently registered with Fifth Third Securities, Inc., a firm headquartered in Cincinnati, OH. James is licensed in 52 states, the District of Columbia, Puerto Rico and is a Series 7, Series 63 and SIE licensed professional. James specializes in portfolio management for individuals and businesses, financial planning 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.
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.
Sponsor wrap fee program
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.
A percentage of the total value of assets under management is charged.
1
2
OH
01/07/2002 - Present
Fifth Third Securities, Inc. (CINCINNATI OH)
BC
Issued 2/15/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/4/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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