Unclaimed
Job Aaron Ward is a financial advisor registered with the state of Indiana and Texas. Job has been in the financial industry since 2000. Job is currently employed with THE Huntington Investment Co., with a branch office location in Fishers, IN. Prior to this, Job has worked with FIFTH THIRD SECURITIES, INC. and CHARLES SCHWAB & CO., INC. Job has passed the Series 7, Series 63, and Series 65 exams. Job specializes in helping individuals, businesses, and charitable organizations with financial planning and portfolio management.
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.
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.
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.
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2
IN
05/31/2019 - Present
THE Huntington Investment Co. (FISHERS IN)
IN
01/14/2003 - 12/21/2007
FIFTH THIRD SECURITIES, INC. (INDIANAPOLIS IN)
TX
01/27/2000 - 12/10/2002
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
IA
Issued 02/08/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/06/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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