linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

William A Ward

Pinnacle Investments, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you William? Claim Your Profile

About William A Ward

William A Ward has been in the financial services industry since March 26, 2014. William is currently registered with Pinnacle Investments, LLC and is also registered in New York. Previously, William was registered with WELLS FARGO CLEARING SERVICES, LLC and AXA ADVISORS, LLC. William holds the Series 66, Series 7 and SIE exams. William specializes in retirement planning, investment management for individuals, education seminars, and selection of other advisors. William is also a member of the U.S. ARMY NATIONAL GUARD.

Firm Information

William Ward is currently registered with Pinnacle Investments, LLC. Pinnacle Investments, LLC is a Limited Liability Company formed in August 2006 with its main office in East Syracuse, NY. The firm provides financial planning, educational seminars, and portfolio management services for individuals and high-net-worth clients. They also offer selection of other advisors and operate a wrap fee program. Pinnacle Investments is registered with the SEC and in all 50 states. The firm manages over $1 billion in assets.
Pinnacle Investments, LLC

5845 WIDEWATERS PKWY

EAST SYRACUSE, NY 13057

$1.07B

Assets Under Management

Not reported

Total Clients

61

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

Educational workshops

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

William Ward’s Registration & Firm History

NY

05/14/2021 - Present

Pinnacle Investments, LLC (EAST SYRACUSE NY)

NY

04/24/2015 - 04/19/2021

WELLS FARGO CLEARING SERVICES, LLC (SYRACUSE NY)

NY

03/27/2014 - 04/27/2015

AXA ADVISORS, LLC (SYRACUSE NY)

Not sure if William A Ward is right for you?

Licenses & Designations

BOTH

Issued 04/30/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/27/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William A Ward.
Not sure if William A Ward is right for you?