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William D. Ward

William D. Ward

Vice President of Investments

Followers of William D. Ward91 followers
location of William D. WardNew York City Metropolitan Area

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  • Timeline

  • About me

    Financial Advisor / Investment Advisor Representative

  • Education

    • Bear Creek High School

      1978 - 1979

    • University of Colorado Denver

      1981 - 1985
      Finance and Economics

    • Evergreen High School

      1975 - 1976

    • South High School

      1977 - 1978

  • Experience

    • W.J. Nolan & Company, Inc.

      Jan 1989 - Oct 1990
      Vice President of Investments

    • Josepthal & Co. Incoporated

      Aug 1990 - Oct 1991
      Vice President-Investments

    • Josepthal Lyon & Ross Incorporated

      Oct 1991 - Feb 1997
      Vice President-Investments

    • First Albany Corp.

      Mar 1997 - Aug 2000
      First Vice President/Investments

      Annuity Coordinator

    • WACHOVIA SECURITIES

      Aug 2000 - May 2005
      Senior Vice President - Investments

    • Montauk Financial Group

      May 2005 - Dec 2008
      Senior Vice President of Investments

    • First Allied Securities, Inc.

      Dec 2008 - now
      Financial Advisor / Investment Advisor Representative

  • Licenses & Certifications