Unclaimed
Ward William Vanskiver is a financial advisor who has been working in the financial industry since 1969. Ward is a registered representative with Raymond James Financial Services Advisors, Inc. and is licensed to provide financial advice in several states. Ward has a diverse background, having previously worked with Financial Services Corporation of America, F. L. Lawrence & Company, Inc., and Millsaps College. Ward holds several professional designations including Certified Financial Planner and has passed numerous industry exams. Ward specializes in providing financial planning, pension consulting, and portfolio management services to 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.
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
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (MADISON MS)
NA
08/14/1974 - 01/21/1976
FINANCIAL SERVICES CORPORATION OF AMERICA
NA
02/13/1974 - 10/05/1974
F. L. LAWRENCE & COMPANY, INC.
NA
04/29/1969 - 02/28/1974
FINANCIAL SERVICE CORPORATION OF AMERICA
IA
Issued 12/23/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/08/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/26/1985
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/30/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 08/07/1968
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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