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Julia Margaret Ward

Vanguard Marketing Corp.

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About Julia Margaret Ward

Julia Margaret Ward is a financial professional with over 30 years of experience in the industry. She is currently registered with Vanguard Marketing Corp. in Pennsylvania. Julia has a wide range of experience in the financial services industry, including experience with Cantor Fitzgerald Securities, Thomson McKinnon Securities Inc., Prudential-Bache Securities Inc., Oppenheimer & Co., Inc., and Kidder, Peabody & Co. Incorporated. Julia is also licensed to provide financial advice in Illinois and Indiana.

Firm Information

Julia Ward is currently registered with Vanguard Marketing Corp.. Vanguard Marketing Corp. is a Corporation that was formed on April 21, 1977. The firm is registered in 53 states and the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

1,975

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Julia Ward’s Registration & Firm History

PA

05/27/2013 - Present

Vanguard Marketing Corp. (MALVERN PA)

NY

06/03/1994 - 09/06/1995

CANTOR FITZGERALD SECURITIES (NEW YORK NY)

NY

08/17/1987 - 10/30/1987

THOMSON MCKINNON SECURITIES INC. (NEW YORK NY)

NY

08/05/1985 - 08/01/1987

PRUDENTIAL-BACHE SECURITIES INC. (NEW YORK NY)

NA

05/13/1985 - 07/30/1985

OPPENHEIMER & CO., INC.

NA

11/22/1983 - 12/21/1984

KIDDER, PEABODY & CO. INCORPORATED

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Licenses & Designations

BC

Issued 06/05/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/09/2020

Series 50 - Municipal Advisor Representative Qualification Exam

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/24/2013

Series 7 - General Securities Representative Examination

BC

Issued 07/12/1985

Series 15 - Foreign Currency Options Examination

BC

Issued 02/06/1985

Series 3 - National Commodity Futures Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Julia Margaret Ward.
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