Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ward? Claim Your ProfileWard Brickner has been in the financial services industry since 1986. Ward is currently a registered representative with Osaic Wealth, Inc., and has previously been employed with a number of firms including Park Avenue Securities LLC, Ryan Beck & Co. and Gruntal & Co., L.L.C.. Ward specializes in providing financial planning, portfolio management and pension consulting services to individuals, businesses and charitable organizations. Ward is registered in 27 states and holds Series 7, 24, 55, 63, 66, and SIE licenses. Ward's commitment to providing quality service to clients has earned him a reputation as a trusted financial advisor.
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
NY
10/11/2024 - Present
Osaic Wealth, Inc. (HAUPPAUGE NY)
NY
03/02/2005 - 07/07/2014
PARK AVENUE SECURITIES LLC (WOODBURY NY)
NJ
04/29/2002 - 03/21/2005
RYAN BECK & CO. (FLORHAM PARK NJ)
NY
10/31/2001 - 05/17/2002
GRUNTAL & CO., L.L.C. (NEW YORK NY)
NY
12/04/1990 - 10/30/2001
W.J. NOLAN & COMPANY, INC. (NEW YORK NY)
NJ
09/01/1988 - 10/10/1990
BAIRD, PATRICK & CO., INC. (FAIRFIELD NJ)
NA
04/12/1988 - 11/03/1988
FAHNESTOCK & CO., INC.
NA
04/01/1988 - 04/12/1988
FAHNESTOCK INTERNATIONAL INC.
NA
01/29/1988 - 04/01/1988
FAHNESTOCK & CO., INC.
NA
03/11/1987 - 01/29/1988
KUHNS BROTHERS & LAIDLAW, INC.
NA
12/17/1985 - 03/27/1987
THE STUART-JAMES COMPANY, INC.
BOTH
Issued 02/10/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/18/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/13/1998
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 04/04/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 12/14/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Ward Brickner is the right advisor for you? Invested Better is here to help.
