Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ward? Claim Your ProfileWard Marslender is a registered representative of Wells Fargo Advisors Financial Network, LLC. Ward has been in the securities industry since May 17, 1981. Ward is licensed to sell securities in 38 states and is registered with the state of Texas as an investment advisor representative. Ward has been with Wells Fargo Advisors Financial Network, LLC since October 2013. Ward's firm provides investment consulting services to institutional clients and offers a variety of services including financial planning, pension consulting, selection of other advisers, and portfolio management for individuals and businesses.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NC
10/21/2013 - Present
Wells Fargo Advisors Financial Network, LLC (RALEIGH NC)
NC
01/01/2008 - 10/18/2013
WELLS FARGO ADVISORS, LLC (RALEIGH NC)
NC
05/18/1981 - 01/03/2008
A. G. EDWARDS & SONS, INC. (RALEIGH NC)
BOTH
Issued 04/13/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/21/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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