Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Ward is a financial advisor with Edward Jones, with 10 years of experience in the financial industry. Michael has been registered with FINRA since 2013 and has a Series 7, Series 63, Series 55, Series 57, and Series 66. Prior to joining Edward Jones, Michael worked at BofA Securities, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Deutsche Bank Securities Inc. and J.P. Morgan Securities LLC. Michael is a member of the Atlantic Amateur Hockey Association and USA Hockey. Michael is dedicated to helping his clients achieve their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
IL
09/27/2024 - Present
Edward Jones (NORTH RIVERSIDE IL)
IL
05/10/2019 - 04/15/2024
BOFA SECURITIES, INC. (CHICAGO IL)
NY
10/30/2018 - 05/10/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
10/04/2017 - 10/29/2018
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
NY
09/06/2013 - 07/26/2017
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
BOTH
Issued 07/24/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/18/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/2014
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 09/06/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Michael Ward is the right advisor for you? Invested Better is here to help.
