Unclaimed
Andrew MacDonald is a financial advisor with MWA Financial Services Inc. with over 4 years of experience in the financial services industry. Andrew is a Series 6, 7, 24, 26 and SIE licensed professional. Andrew is based out of the firm's Rock Island, IL office.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
IL
09/24/2014 - Present
MWA Financial Services Inc. (ROCK ISLAND IL)
BC
Issued 02/16/2018
Series 24 - General Securities Principal Examination
BC
Issued 11/13/2014
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/2016
Series 7 - General Securities Representative Examination
BC
Issued 09/24/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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