Michael Ward (CRD# 5050123) is an Investment Advisor Representative working at Hazard & Siegel Advisory Services LLC in Dewitt, NY and has over 16 years of experience in the finance industry.
CRD# 5591004
Cadaret Grant & Co Inc.
CRD# 4349306
Lpl Financial LLC
CRD# 1200413
Rbc Capital Markets, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Hazard & Siegel Inc. | Dewitt, NY | Jun 2018 - Current | 5 |
| Hazard & Siegel Advisory Services LLC | Dewitt, NY | Jun 2018 - Current | 5 |
| National Securiites Corp | Dallas, TX | Jul 2017 - Jun 2018 | < 1 |
| Wfg Investments, Inc. | Dallas, TX | Oct 2013 - Jul 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2007 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2008 |
- NY
- TX
-
Total Assets Under Management342MILLIONS
-
Total Number of Accounts294ACCOUNTS
-
Average Account Value$1,164,847
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AR, CO, CT, FL, MA, MD, NC, NY, OH, PA, SC, TX, VA
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