Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Israel D Ward is a financial advisor with LPL Enterprise, LLC. John has been in the industry since 2019. John specializes in providing financial planning and consulting services to individuals and businesses. John is registered with the state of New York and holds the Series 7TO and Series 66 licenses. John has a broad range of experience in the financial services industry and is committed to providing clients with the highest level of service and expertise.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
1
2
NY
11/14/2024 - Present
LPL Enterprise, LLC (ITHACA NY)
BOTH
Issued 12/27/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/07/2023
Series 7TO - General Securities Representative Examination
BC
Issued 06/13/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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