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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Molly? Claim Your ProfileMolly Reese Ward is a Registered Representative and Investment Advisor Representative with Equitable Advisors, LLC. Molly has been in the financial services industry since 1998, with experience at both Equitable Advisors, LLC and The Equitable Life Assurance Society of the United States. Molly is registered with the Financial Industry Regulatory Authority (FINRA) and has a Series 7, Series 63, and Series 65 license. Molly also serves as an investment committee member for St. Luke's United Methodist Church Foundation, a member of the Board of Directors for Lone Oak Trust Company, and an agent for life settlements for The Ashar Group, LLC. Molly's expertise in financial planning, pension consulting, and portfolio management makes her a valuable resource for individuals, businesses, and charitable organizations.
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.
A percentage of the total value of assets under management is charged.
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2
TX
02/26/2020 - Present
Equitable Advisors, LLC (HOUSTON TX)
NY
12/24/1998 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 03/31/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/28/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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