Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Eugene Ward is a financial advisor with Osaic Wealth, Inc., located in Westerville, Ohio. William has been in the financial services industry since 1987 and has a broad range of experience, including working with Woodbury Financial Services, Inc., Cetera Advisor Networks LLC, and Walnut Street Securities, Inc. William holds Series 6 and 63 licenses and the SIE exam. William is registered in Ohio, Florida and North Carolina. William is also registered as an investment advisor in Ohio.
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.
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
OH
01/19/2024 - Present
Osaic Wealth, Inc. (WESTERVILLE OH)
OH
11/15/2022 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (WESTERVILLE OH)
OH
09/03/2013 - 11/18/2022
CETERA ADVISOR NETWORKS LLC (WESTERVILLE OH)
OH
11/07/2012 - 09/03/2013
WALNUT STREET SECURITIES, INC. (WESTERVILLE OH)
OH
07/15/2003 - 11/12/2012
WOODBURY FINANCIAL SERVICES, INC. (WESTERVILLE OH)
NE
04/10/2002 - 08/14/2003
ALLSTATE FINANCIAL SERVICES, LLC (LINCOLN NE)
MN
07/20/1987 - 03/04/2002
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
BC
Issued 02/01/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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