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Allied Wealth Partners

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Allied Wealth Partners

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  2. Ward Goldberg

Ward Goldberg

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Ward Goldberg
Financial Advisor
Phone: 
516-705-9789
E-mail: 
wgoldberg@alliedwealthpartners.com

Education:

SUNY Buffalo

B.A. Journalism  

Registrations and Licenses:

FINRA Series 6, 7 & 66 Registrations 

Life, Health and Accident Insurances  

Ward Goldberg joined Allied Wealth Partners in January 2016 with twenty years of experience in the financial field. Ward has previously worked for Bank of America, Washington Mutual, and Citibank as a Branch Manager and Sales Manager respectively. He brings his past knowledge to help his clients make the right decision for their individual financial needs.

His hands on experience with clients inspired him to pursue his career as a financial advisor. As a sales and branch manager he enjoyed the one on one experience with clients. By joining Allied Wealth Partners as a financial advisor he is able to take that experience with clients even further and garnish those relationships even more.

He lives with his wife, Betty Ann, son, Michael, and daughter, Amy in Huntington, NY. 

 

Contact Information:

Allied Wealth Partners

50 Charles Lindberg Blvd, Suite 420

Uniondale, NY 11553 

Phone: 516-705-9789

Cell: 631-974-0069

Fax: 516-705-9749

Email: wgoldberg@alliedwealthpartners.com

Ward Goldberg is a registered representative and investment advisor representative of Securian Financial Services, Inc.

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14 Walsh Drive Suite 100 Parsippany, New Jersey, 07054, United States
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Allied Wealth Partners is independently owned and operated, and offers its own suite of products and services entirely independent of Securian. Certain individuals associated with Allied Wealth Partners are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"), a registered broker-dealer and investment adviser, member FINRA /SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. FINRA's BrokerCheck contains additional information about registered individuals and also indicates whether they are registered representatives and/or investment advisor representatives. You may also refer to their individual bio pages on this website to find their registration status. Not all registered persons are registered as investment advisor representatives.  Only registered persons who are registered as investment advisor representatives use titles "advisor" or "financial advisor" and provide advisory services. For further questions about which individuals associated with Allied Wealth Partners are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian's behalf, please contact Securian at 1-800-820-4205. 3055307 DOFU 08-2020

Financial Professionals do not provide specific tax/legal advice and this information should not be considered as such.  You should always consult your tax/legal advisor regarding your own specific tax/legal situation. 

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