Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ward? Claim Your ProfileWard Kimbrough McBee is a registered investment advisor representative with First Horizon Advisors, Inc. McBee has been in the financial services industry since February 1999. McBee has passed several securities exams including Series 7, 3, 24, 4, 51, and 63. McBee holds securities licenses in Arkansas, Mississippi, New York, North Carolina, Tennessee, and Virginia. McBee is also a Registered Investment Advisor in Tennessee. McBee's current employer is First Horizon Advisors, Inc. McBee was previously employed at PORTFOLIO TRADING, LLC. First Horizon Advisors, Inc. offers a variety of financial services, including financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. The firm's main office is located in Memphis, Tennessee.
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.
1
2
TN
10/10/2013 - Present
First Horizon Advisors, Inc. (MEMPHIS TN)
TN
02/09/1999 - 06/13/2003
PORTFOLIO TRADING, LLC. (MEMPHIS TN)
BC
Issued 02/24/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/28/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 03/29/2000
Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination
BC
Issued 12/13/1999
Series 4 - Registered Options Principal Examination
BC
Issued 04/08/1999
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/2000
Series 3 - National Commodity Futures Examination
BC
Issued 02/04/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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