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KW

Kenneth R. Ward

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CRD#: 709829
KW

Professional summary


Kenneth Randall Ward was barred by the SEC from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Kenneth is a previously registered financial professional and started their career in finance in 1980. Prior to being barred, Kenneth had worked at 13 firms, which includes IMS SECURITIES INC., LEHWALD OROSEY & PEPE INCORPORATED, GSC SECURITIES INC., GOVERNMENT SECURITIES CORPORATION, MARCUS STOWELL & BEYE INC., MARCUS STOWELL & BEYE GOVERNMENT SECURITIES INC., UBS FINANCIAL SERVICES INC., UNION PLANTERS INVESTMENT BANKERS GROUP INC., UMIC INC., MORTGAGE GOVERNMENT SECURITIES INC., M.G.S.I. SECURITIES INC., WESTCAP SECURITIES L.P., BEVILL BRESLER & SCHULMAN INCORPORATED.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Ken 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

February 5, 1996 - April 7, 1997

IMS SECURITIES, INC.

BD
CRD#: 35567
HOUSTON, TX
Past

December 12, 1994 - January 31, 1995

LEHWALD, OROSEY & PEPE INCORPORATED

BD
CRD#: 16677
BOCA RATON, FL
Past

October 20, 1992 - November 22, 1994

GSC SECURITIES, INC.

BD
CRD#: 17013
Past

October 20, 1992 - November 22, 1994

GOVERNMENT SECURITIES CORPORATION

BD
CRD#: 19698
Past

September 11, 1990 - October 13, 1992

MARCUS, STOWELL & BEYE, INC.

BD
CRD#: 7038
FORT LAUDERDALE, FL
Past

September 11, 1990 - October 13, 1992

MARCUS, STOWELL & BEYE GOVERNMENT SECURITIES, INC.

BD
CRD#: 19184
FORT LAUDERDALE, FL
Past

March 2, 1990 - September 12, 1990

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ
Past

October 3, 1988 - February 24, 1990

UNION PLANTERS INVESTMENT BANKERS GROUP, INC.

BD
CRD#: 16493
Past

March 31, 1988 - October 3, 1988

UMIC, INC.

BD
CRD#: 5974
Past

August 14, 1987 - April 6, 1988

MORTGAGE GOVERNMENT SECURITIES, INC.

BD
CRD#: 19840
Past

June 27, 1986 - April 5, 1988

M.G.S.I. SECURITIES, INC.

BD
CRD#: 16723
Past

July 31, 1984 - December 27, 1985

WESTCAP SECURITIES, L.P.

BD
CRD#: 7301
Past

July 26, 1983 - July 30, 1984

BEVILL, BRESLER & SCHULMAN INCORPORATED

BD
CRD#: 6971
Past

June 2, 1980 - July 15, 1983

WESTCAP SECURITIES, L.P.

BD
CRD#: 7301

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: 8/2/2016
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 12/12/2002
Uniform Investment Adviser Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


IS
IMS SECURITIES, INC.
IMS INSURANCE AGENCY OF TEXAS, INC. | IMS SECURITIES, INC.DBA IMS FINANCIAL ADVISORS, INC | IMS SECURITIES, INC. | IMS INSURANCE AGENCY, INC.

CRD#: 35567 / SEC#: , 8-46722

BD
Terminated by SEC on 01/29/2018
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Contact information


Main Address
Mailing Address
Phone number
Established
Texas since 10/04/1993
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
WADSWORTH, JACKIE DIVONOCHIEF EXECUTIVE OFFICER, COMPLIANCE OFFICER2342163
GAMMON, CHRISTOPHER DAVIDCHIEF FINANCIAL OFFICER, VP-OPTIONS2354523
SPEARS, MICHAEL JCHIEF COMPLIANCE OFFICER4501523

Disclosures


Regulatory Event7
Arbitration6

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


IMS SECURITIES, INC.

CRD#: 35567

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