Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Anthony Ward is a financial advisor with Fidelity Personal And Workplace Advisors. William has been in the financial industry since 1998. William is a Certified Financial Planner™ professional. William Anthony Ward is licensed to offer financial advice in New Jersey, New York and Texas.
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.
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.
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2
NJ
04/27/2021 - Present
Fidelity Personal AND Workplace Advisors (WAYNE NJ)
NJ
03/10/2014 - 01/11/2019
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NJ
08/12/2009 - 03/04/2014
MORGAN STANLEY (JERSEY CITY NJ)
NJ
07/23/2007 - 03/31/2008
E*TRADE SECURITIES LLC (JERSEY CITY NJ)
NY
02/17/2006 - 09/14/2006
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
NY
09/19/2005 - 01/19/2006
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NY
09/01/2004 - 07/08/2005
NFB INVESTMENT SERVICES CORP. (MELVILLE NY)
TX
12/21/2001 - 08/24/2004
FISERV INVESTOR SERVICES, INC. (HOUSTON TX)
NY
07/28/1995 - 12/18/2001
TRUSTED SECURITIES ADVISORS CORP. (NEW YORK NY)
BC
Issued 03/26/2021
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/10/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/1999
Series 7 - General Securities Representative Examination
BC
Issued 07/14/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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