William Ward (CRD# 2626493) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Wayne, NJ and has over 24 years of experience in the finance industry. William Ward has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 2487554
Private Portfolio Partners, LLC
CRD# 4545110
Cambridge Investment Research Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Wayne, NJ | Mar 2021 - Current | 3 |
| Tapfin/ey | Secaucus, NJ | Sep 2019 - Feb 2021 | 1 |
| Unemployed | Staten Island, NY | Jan 2019 - Sep 2019 | < 1 |
| Ubs Fs | Weehawken, NJ | Mar 2014 - Jan 2019 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 1999 |
| S63 | Uniform Securities State Law Examination | Mar 2021 |
- NJ
- NY
- TX
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Total Assets Under Management818,776MILLIONS
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Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- A percentage of assets under your management
- 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
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