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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Myron? Claim Your ProfileMyron DeMonte Ward is a financial advisor with Ameriprise Financial Services, LLC, who has been in the industry since 2023. Myron is licensed to provide investment advice in California and is Series 66, Series 7, and SIE certified. Myron has a proven track record of helping clients achieve their financial goals. He is committed to providing personalized service and helping clients understand their financial options. Myron specializes in financial planning, asset allocation services, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals. Myron has worked with a variety of clients, including individuals, trusts/estates, insurance companies, charitable organizations, high-net-worth individuals, pension and profit-sharing plans, corporations and other businesses, and state or municipal government entities.
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.
Asset allocation 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.
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2
CA
09/27/2023 - Present
Ameriprise Financial Services, LLC (Los Angeles CA)
BOTH
Issued 09/26/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/16/2023
Series 7TO - General Securities Representative Examination
BC
Issued 07/08/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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