Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Deborah? Claim Your ProfileDeborah Roe-vollmar is a financial advisor with MWA Financial Services Inc., located in Bowling Green, OH. Deborah has been in the industry since 2019 and is registered in eight states including Ohio, North Carolina, Michigan, Indiana, Illinois, Pennsylvania, Georgia, and Arizona. Deborah holds the Series 63, Series 6TO and SIE licenses. Deborah has experience providing financial planning, selection of other advisors, and portfolio management for individuals and businesses.
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
OH
03/04/2019 - Present
MWA Financial Services Inc. (BOWLING GREEN OH)
BC
Issued 03/09/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/04/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/05/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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