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Ronald H. Ward

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CRD#: 1159743
RW

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Ronald Haskell Ward, who also goes by Ron Haskell Ward, was a registered financial professional .

Ronald is a previously registered financial professional and started their career in finance in 1983. Ronald had worked at 9 firms and has passed the Series 63, Series 6 and Series 26 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Ron Haskell Ward

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

October 12, 2011 - January 19, 2012

GLOBAL FINANCIAL PRIVATE CAPITAL, INC.

RIA
CRD#: 132070
LARGO, FL
Past

September 16, 2011 - July 18, 2012

G.F. INVESTMENT SERVICES, LLC

BD
CRD#: 132939
LARGO, FL
Past

March 7, 2011 - August 23, 2011

QUESTAR CAPITAL CORPORATION

BD
CRD#: 43100
LARGO, FL
Past

June 25, 2010 - March 9, 2011

WRP INVESTMENTS, INC.

BD
CRD#: 7365
LARGO, FL
Past

February 23, 2004 - June 29, 2010

INVEST FINANCIAL CORPORATION

RIA
CRD#: 12984
LARGO, FL
Past

January 2, 2004 - June 29, 2010

INVEST FINANCIAL CORPORATION

BD
CRD#: 12984
LARGO, FL
Past

September 30, 1998 - December 31, 2003

SPC

RIA
CRD#: 110692
LARGO, FL
Past

April 22, 1998 - December 31, 2003

SIGMA FINANCIAL CORPORATION

BD
CRD#: 14303
ANN ARBOR, MI
Past

February 29, 1996 - February 5, 1998

SECURIAN FINANCIAL SERVICES, INC.

BD
CRD#: 15296
Past

February 28, 1996 - February 5, 1998

SECURIAN FINANCIAL SERVICES, INC.

BD
CRD#: 15296
ST. PAUL, MN
Past

August 12, 1983 - December 11, 1995

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
NEWARK, NJ

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 3/25/2008
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


GF
GLOBAL FINANCIAL PRIVATE CAPITAL, INC.
FINANCIAL DYNAMICS & ASSOCIATES, INC. | NFB PRIVATE CAPITAL | GLOBAL FINANCIAL PRIVATE CAPITAL, LLC | GLOBAL FINANCIAL PRIVATE CAPITAL, INC.

CRD#: 132070 / SEC#: 801-63282

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Contact information


Main Address
501 North Cattlemen Road Suite 106, Sarasota, FL 34232
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

ADV PART 2A (3/16/2020)

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


GLOBAL FINANCIAL PRIVATE CAPITAL, INC.

CRD#: 132070

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