Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Emanuel Ward has been in the financial services industry for over 30 years, and has an active advisory role with Latitude Advisors, LLC. James has a wide range of experience including previous roles with GWN Securities Inc., Medallions Investment Services, Inc., Securities Service Network, Inc., IFG Network Securities, Inc., Comprehensive Financial Services, Inc., and H.D. Vest Investment Securities, Inc.. James is registered as an investment advisor in Texas and Virginia. James holds the Series 6, 63 and 65 licenses as well as the SIE Exam. The firm has a team of licensed agents, investment advisor representatives and registered representatives to assist clients with their financial needs. Latitude Advisors, LLC provides financial planning, pension consulting and selection of other advisors services to a wide range of clients including individuals, high net worth individuals, corporations or other businesses and pension and profit sharing plans.
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.
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.
Third party referral fees
1
2
FL
01/05/2010 - Present
Latitude Advisors, LLC (VERO BEACH FL)
DC
01/04/2010 - 09/01/2016
GWN SECURITIES INC. (WASHINGTON DC)
DC
02/02/1999 - 12/31/2009
MEDALLION INVESTMENT SERVICES, INC. (WASHINGTON DC)
TN
09/27/1996 - 12/31/1998
SECURITIES SERVICE NETWORK, INC. (KNOXVILLE TN)
GA
01/01/1996 - 09/25/1996
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
NA
10/02/1995 - 01/01/1996
COMPREHENSIVE FINANCIAL SERVICES, INC.
TX
02/04/1994 - 10/19/1995
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
IA
Issued 12/28/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/10/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/01/2016
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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