Unclaimed
Bradley James Fugate is an investment advisor representative for MWA Financial Services Inc. Bradley is a registered representative and has passed the Series 63, Series 6TO and SIE exams. Bradley has been in the industry since February 2019. Bradley is currently registered to provide investment advice in Iowa, Illinois, Wisconsin, Florida, Maryland and Minnesota.
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.
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2
IA
02/07/2019 - Present
MWA Financial Services Inc. (Davenport IA)
BC
Issued 02/21/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/07/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/10/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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