William Eugene Ward

Current Employers

Employment History

• 09/1979 → Present
  Wm E. Ward Insurance Agency Inc.
  Columbus, OH
• 10/2012 → 05/2018
  Vantage Financial Group, Inc.
  Cleveland, OH
• 09/2013 → 11/2022
  Cetera Advisor Networks Llc
  El Segundo, CA
• 11/2022 → 01/2024
  Woodbury Financial Services Inc
  Westerville, OH
• 01/2024 → Present
  Osaic Wealth, Inc.
  Westerville, OH

Previous Registrations

• 2022-11-15 → 2024-01-19
  Woodbury Financial Services, Inc.
  Westerville, OH
  Westerville, OH
  Noblesville, IN
• 2013-09-03 → 2022-11-18
  Cetera Wealth Services, Llc
  Westerville, OH
• 2012-11-07 → 2016-12-31
  Vantage Financial Group, Inc.
  Cleveland, OH
• 2012-11-07 → 2013-09-03
  Walnut Street Securities, Inc.
  Cleveland, OH
  Westerville, OH
• 2012-05-21 → 2012-11-12
  Woodbury Financial Services, Inc.
  Westerville, OH
  Westerville, OH

Other Businesses

1. INDEPEDENT REP WILLIAM E WARD INSURANCE AGENCY INC WESTERVILLE, OHIO 43082 DENTAL AND GROUP DISABILITY INCOME, DISABILITY, FIXED ANNUITIES, LIFE/ACCIDENT/HEALTH, LONG-TERM CARE, PROPERTY & CASUALTY FOR 40HRS/WEEK AND 5HRS/EVENING WEEKENDS SINCE 9/1979. 2. NAME OF OTHER BUSINESS: WEALTH MANAGEMENT SOLUTIONS, LLC. INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 2010 POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: FINANCIAL ADVISOR. 3. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 6/2021; APX NUMBER OF HOURS PER WEEK: 12; APX NUMBER OF HOURS DURING TRADING HOURS: 12; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, DISABILITY AND LONG TERM CARE; 4. WILLIAM E WARD POSITION: owner NATURE: I share office space with Associated Insurance. I sell life and fixed annuities. I will get a referral from Associated for Life insurance. If I sell a policy I will pay them by check for 50% of commission. They are licensed. Associated sells auto , home and commercial insurance. If I sell a auto or home policy, they will pay me a commission. My business is a S Corp. INVESTMENT RELATED: Yes NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 60 START DATE: 09/13/1979 ADDRESS: 925 N. State St, STE 200, Westerville OH 43082, United States DESCRIPTION: Sell life insurance and fixed annuities 5. WEALTH MANAGEMENT SOLUTIONS POSITION: Rep NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2010 ADDRESS: 925 N. State St, Ste 200, Westerville OH 43082, United States DESCRIPTION: Affiliated with group. I have my own office. All my business is under their hierarchy .

Exams

• S63 Uniform Securities Agent State Law Examination
  2008-02-01