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Eric Steele Davis

MWA Financial Services Inc.

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About Eric Steele Davis

Eric Steele Davis is a financial advisor registered with MWA Financial Services Inc. Eric is licensed to provide financial advisory services in the state of California. Eric has been in the financial industry since January 5, 2023 and holds the Series 6, Series 63, Series 26, and Series 6TO licenses. MWA Financial Services Inc. is an independent financial advisor with a focus on providing financial planning, portfolio management for businesses and individuals, and selection of other advisors.

Firm Information

Eric Davis is currently registered with MWA Financial Services Inc.. MWA Financial Services Inc. is a Corporation formed in February 2001 and headquartered in ROCK ISLAND, IL. They provide financial planning and investment advisory services to individuals, corporations, and charitable organizations. They have a strong presence in the US, with registered representatives in 52 states. MWA Financial Services Inc. manages over $216 million in assets and specializes in serving individuals other than high-net-worth clients.
MWA Financial Services Inc.

1701 1ST AVENUE

ROCK ISLAND, IL 61201

$216.09M

Assets Under Management

14

Total Clients

525

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Eric Davis’s Registration & Firm History

CA

01/06/2023 - Present

MWA Financial Services Inc. (LAGUNA HILLS CA)

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Licenses & Designations

BC

Issued 06/18/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/30/2024

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 01/06/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 01/08/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Eric Steele Davis.
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