Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ward? Claim Your ProfileWard William Vanskiver is a Registered Representative and Investment Advisor Representative with Raymond James Financial Services Advisors, Inc. Ward Vanskiver has been working in the financial industry since 1996. Ward Vanskiver is registered in Alabama, Mississippi and Mississippi for Investment Advisor. Ward Vanskiver is associated with the Madison, MS branch office. Ward Vanskiver has a total of 2 state exams and 2 product exams, including Series 63, Series 65, Series 7, and SIE. Ward Vanskiver provides portfolio management for individuals and businesses and financial planning. Ward Vanskiver has been associated with Raymond James Financial Services, Inc. since 1999. Prior to that, Ward Vanskiver was registered with Charles Schwab & Co., Inc., Trustmark Financial Services, Inc., and Investment Management & Research, Inc.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
MS
09/23/2013 - Present
Raymond James Financial Services Advisors, Inc. (MADISON MS)
TX
05/04/1998 - 04/28/1999
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
MS
08/13/1996 - 04/15/1998
TRUSTMARK FINANCIAL SERVICES, INC. (JACKSON MS)
FL
05/28/1996 - 07/02/1996
INVESTMENT MANAGEMENT & RESEARCH, INC (ST. PETERSBURG FL)
IA
Issued 08/14/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/25/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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