Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Paul Ward is a financial advisor with Allstate Financial Services, LLC. Jeffrey is registered with FINRA and has a Series 6 and Series 63 license. He is also a registered representative in Texas. Jeffrey has been in the financial industry since 2013. Jeffrey was previously employed by Wells Fargo Advisors, LLC.
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.
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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TX
03/16/2016 - Present
Allstate Financial Services, LLC (Houston TX)
TX
12/05/2007 - 09/09/2010
WELLS FARGO ADVISORS, LLC (SPRING TX)
BC
Issued 03/31/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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