Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Patrick Ward is a financial professional with over 30 years of experience in the industry. Currently, he is registered with MML Strategic Distributors, LLC and is active in Massachusetts. William's background includes experience with various firms such as MML Investors Services, LLC, Phoenix Equity Planning Corporation, Transamerica Securities Sales Corporation, and Keyport Financial Services Corp. William has a strong understanding of the financial services industry and is committed to providing clients with personalized investment advice.
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.
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.
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2
MA
06/13/2014 - Present
MML Strategic Distributors, LLC (SPRINGFIELD MA)
MA
06/20/2011 - 06/03/2021
MML INVESTORS SERVICES, LLC (SPRINGFIELD MA)
CT
02/04/2009 - 08/31/2009
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
CT
04/04/2000 - 02/04/2009
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
CA
07/14/1999 - 03/17/2000
TRANSAMERICA SECURITIES SALES CORPORATION (LOS ANGELES CA)
MA
10/28/1991 - 06/02/1999
KEYPORT FINANCIAL SERVICES CORP. (WELLESLEY HILLS MA)
BC
Issued 04/26/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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