Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Phil? Claim Your ProfilePhil Galen Ward is a financial advisor with over 23 years of experience in the industry. Phil is currently registered with St. Bernard Financial Services, Inc. and has been with the firm since 2015. Phil is also registered in Kansas, Missouri, Oklahoma, and Texas. Prior to joining St. Bernard Financial Services, Inc., Phil worked at First Independent Financial Services, Inc. and AIG Financial Advisors, Inc. Phil holds the Series 6, 7, 63, 65, and SIE licenses and specializes in financial planning, portfolio management, and educational seminars. Phil is also a certified Personal Financial Specialist.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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2
OK
07/30/2019 - Present
ST. Bernard Financial Services, Inc. (Tulsa OK)
OK
10/27/2006 - 12/01/2015
FIRST INDEPENDENT FINANCIAL SERVICES, INC. (TULSA OK)
OK
10/31/2005 - 11/09/2006
AIG FINANCIAL ADVISORS, INC. (TULSA OK)
AZ
06/25/2001 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
CO
06/15/2000 - 07/23/2001
MULTI-FINANCIAL SECURITIES CORPORATION (GREENWOOD VILLAGE CO)
IA
Issued 02/09/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/28/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/14/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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