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Darryl Ward Location
Clearwater, FL, US
Darryl Ward Work
2021 -now Wealth Management Services I @
2015 -2023 Financial Representative II @
2014 -2015 Field Marketer @
2013 -2015 MARKETING @
2013 -2015 MARKETING @ The Annuity Store (TAS)
2014 -2014 Field Marketer @
2005 -2014 Private Wealth Management @
1999 -2005 Senior Broker and Team Lead @
Darryl Ward Education
American River College
Associate's Degree (Phi Theta Kappa.)
1993-1995
Los Medanos College
Academic (Board leader in fund Raisers and activities.)
1986-1987
FINANCIAL SERVICES WHOLSALER
Darryl Ward Skills
Financial Advisory
Series 63
Banking
Social Media
Fixed Annuities
Retirement Planning
Wealth Management Services
IRAs
Relationship Management
Mortgage Lending
Variable Annuities
Roth IRA
Asset Allocation
Wealth Management
Life Insurance
Mutual Funds
Uniform Combined State Law
FINRA
High Net Worth Individuals
Microsoft Office
Real Estate
Credit
Consumer Lending
Financial Analysis
Wealth
Project Management
Private Banking
Retirement
Small Business Lending
Loans
Series 7
Securities
Darryl Ward Summary
Darryl Ward, based in Clearwater, FL, US, is currently a Wealth Management Services I at Fidelity Investments. Darryl Ward brings experience from previous roles at Fidelity Investments and The Annuity Store (TAS). Darryl Ward holds a 1993 - 1995 Associate's Degree in Phi Theta Kappa. @ American River College. With a robust skill set that includes Financial Advisory, Series 63, Banking, Social Media, Fixed Annuities and more. Darryl Ward has 2 emails and 1 mobile phone numbers on RocketReach.
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