Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Mitchell King is an investment advisor representative for MWA Financial Services Inc. based in Lansing, Michigan. Charles has been active in the securities industry since August 2015. Charles holds the Series 6, Series 63, Series 26 and SIE licenses and is registered in Michigan, California, Florida, North Carolina, Tennessee and Wisconsin. Charles is also registered as an Investment Advisor Representative with the state of Michigan. Charles specializes in financial planning, portfolio management for individuals and businesses, and selection of other advisors. Charles King is also a registered Investment Advisor Representative with the state of Ohio.
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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MI
02/12/2025 - Present
MWA Financial Services Inc. (Lansing MI)
IA
Issued 05/04/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/29/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/14/2017
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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