Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael John Ward is a financial professional with over 38 years of experience in the industry. Michael is a Registered Representative and Investment Advisor Representative with Commonwealth Financial Network. Michael has a strong background in financial planning and portfolio management, offering services to a range of clients including individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit sharing plans. Michael is registered in 44 states and holds a variety of licenses and designations including Series 7, 63, 65 and 24, and is also a Chartered Financial Consultant.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
06/15/2010 - Present
Commonwealth Financial Network (PITTSBURG PA)
MD
02/04/1986 - 01/09/2002
THE ADVISORS GROUP, INC. (BETHESDA MD)
NA
05/25/1984 - 01/13/1986
FINANCIAL ESTATE PLANNING, INC.
IA
Issued 06/08/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/29/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/09/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Ward is the right advisor for you? Invested Better is here to help.
