John Ward (CRD# 7191317) is an Investment Advisor Representative working at Prudential Financial Planning Services in Ithaca, NY and has 1 year of experience in the finance industry.
CRD# 4349306
Lpl Financial LLC
CRD# 4176455
Morgan Stanley
CRD# 5929634
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Prudential Insurance Company Of America | Ithaca, NY | Jan 2024 - Current | < 1 |
| Pruco Securities LLC | Ithaca, NY | Sep 2023 - Current | < 1 |
| Raymond O'bannion | Ithaca, NY | Nov 2019 - Current | 4 |
| 310 Stewart Ave Inc. | Ithaca, NY | Aug 2019 - Aug 2020 | 1 |
| Suny Cortland | Cortland, NY | Jan 2019 - May 2019 | < 1 |
| Auxilliary Service Corporation At Suny Cortland | Cortland, NY | Aug 2017 - May 2019 | 1 |
| Suny Cortland | Ithaca, NY | Aug 2017 - May 2019 | 1 |
| Unemployed | Ithaca, NY | Jul 2017 - Aug 2017 | < 1 |
| Ithaca Brick Oven Pizza Inc. | Ithaca, NY | Aug 2016 - Jul 2017 | < 1 |
| Unemployed | Ithaca, NY | Apr 2016 - Aug 2016 | < 1 |
| Kraftees Collegetown Textbooks And Sportswear | Ithaca, NY | Aug 2012 - Apr 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2023 |
- NY
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Total Assets Under Management16,379MILLIONS
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Total Number of Accounts113,575ACCOUNTS
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Average Account Value$144,211
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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