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 i i i is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Ward has been in the industry since 2007 and has a strong track record of helping clients achieve their financial goals. Ward is registered in 38 states and holds Series 7, 9, 10, 66, and SIE licenses. Ward is also the owner of the Marslender-West Asset Management financial practice.
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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NC
10/18/2013 - Present
Wells Fargo Advisors Financial Network, LLC (RALEIGH NC)
NC
01/01/2008 - 10/18/2013
WELLS FARGO ADVISORS, LLC (RALEIGH NC)
NC
01/19/2007 - 01/03/2008
A. G. EDWARDS & SONS, INC. (RALEIGH NC)
BOTH
Issued 02/16/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/10/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/15/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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