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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ward? Claim Your ProfileWard Van Siclen Cerny is a registered investment advisor representative with Morgan Stanley. Ward has been in the industry since 2006 and has held previous roles with Sanford C. Bernstein & Co., LLC and Green Manning & Bunch, LTD.. Ward is licensed in numerous states, including Texas and Colorado, and has passed several securities exams, including the Series 7, Series 31, Series 66, Series 79TO, and the SIE. Ward is also a board member for Denver Kids, a non-profit organization focused on children and education.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
CO
11/16/2020 - Present
Morgan Stanley (Denver CO)
CO
12/20/2010 - 11/18/2020
SANFORD C. BERNSTEIN & CO., LLC (DENVER CO)
CO
07/18/2006 - 09/20/2010
GREEN MANNING & BUNCH, LTD. (DENVER CO)
BOTH
Issued 12/28/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/2013
Series 31 - Futures Managed Funds Examination
BC
Issued 07/17/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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