Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steve? Claim Your ProfileSteve Ward is a financial advisor with Belpointe Asset Management LLC, located in Mount Pleasant, South Carolina. Steve has been in the financial services industry since 1992. Prior to joining Belpointe, Steve was affiliated with LPL Financial LLC, SunTrust Investment Services, Inc., Morgan Keegan & Company, Inc., UBS Financial Services Inc., J.C. Bradford & Co., and Scott & Stringfellow, Inc. Steve's areas of expertise include financial planning, portfolio management for individuals, pension consulting, and selection of other advisors.
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.
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.
1
2
SC
08/19/2022 - Present
Belpointe Asset Management LLC (Mount Pleasant SC)
SC
03/30/2017 - 09/14/2022
LPL FINANCIAL LLC (MT PLEASANT SC)
SC
01/27/2010 - 04/03/2017
SUNTRUST INVESTMENT SERVICES, INC. (HILTON HEAD SC)
SC
03/07/2005 - 02/02/2010
MORGAN KEEGAN & COMPANY, INC. (CHARLESTON SC)
NJ
08/14/2000 - 03/23/2005
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
08/01/1997 - 08/14/2000
J.C. BRADFORD & CO. (NEW YORK NY)
VA
05/11/1994 - 08/13/1997
SCOTT & STRINGFELLOW, INC. (RICHMOND VA)
NA
05/18/1992 - 03/28/1994
F.N. WOLF & CO., INC.
IA
Issued 09/15/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/18/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/10/1994
Series 24 - General Securities Principal 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 07/08/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 05/13/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Steve Ward is the right advisor for you? Invested Better is here to help.
