Frank J. Ward
Financial Advisor at First Investments and Planning
- Role
- Financial Advisor at Raymond James
- Location
- Omaha, NE, US
- LinkedIn followers
- 500 followers
About Frank J. Ward
An established, high-performing executive with years of in-depth experience in both…
Experience
Financial Advisor
Jun 2015 — Present
Founded in 1962 and a public company since 1983, Raymond James is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. The firm\'s stock is traded on the New York Stock Exchange (RJF). Through its three broker/dealer subsidiaries, Raymond James has more than 7,300 financial advisors serving in excess of 2.8 million client accounts in more than locations throughout the United States, Canada and overseas. Total client assets are approximately $664 billion.Securities offered through Raymond James Financial Services, Inc, Member FINRA/SIPC. First National Bank of Omaha and First Investments & Planning are not registered broker/dealers and are independent of Raymond James Financial Services, Inc. Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc. Investment Products: Not FDIC Insured · May Go Down in Value · Not a Deposit or Other Obligation of the Bank · Not Guaranteed by the Bank · Not Insured by Any Federal Government AgencyFor important disclosure information, please see \"Social Media Disclosure\" link in the \"Contact info\" section.• raymondjames.com/smicd.htm (Social Media Disclosure)
Education
University of Nebraska at Omaha
Bachelor of Science, Biology & Business Administration
1980 — 1985
University of Nebraska-Lincoln
Bachelor of Science, Life Sciences
1975 — 1980
Skills
- Charitable Gift Planning
- Estate Planning
- Wealth Management Services
- Financial Planning
- Risk Management
- Asset Management
- Portfolio Management
- Insurance
- Retirement Planning
- Strategic Financial Planning
- Investments
- Money Management
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.