Unclaimed
Christine M. Smith is a financial advisor with MWA Financial Services Inc. Christine is registered to provide financial advice in Arkansas and Wisconsin. Christine has been in the financial services industry since March 4, 2018. Christine specializes in providing financial planning, selection of other advisers, and portfolio management for businesses and individuals. Christine holds Series 6 and Series 63 licenses, as well as the SIE exam.
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
WI
03/05/2018 - Present
MWA Financial Services Inc. (Wales WI)
BC
Issued 02/26/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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