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Gerardo Antonio Garza

MWA Financial Services Inc.

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About Gerardo Antonio Garza

Gerardo Antonio Garza is a financial professional who has been working in the financial services industry since 2009. Gerardo is registered with MWA Financial Services Inc. in Texas. He is also registered as an Investment Advisor Representative in Texas. Previously, Gerardo worked for ALLSTATE FINANCIAL SERVICES, LLC and QUEST CAPITAL STRATEGIES, INC. His specialties include financial planning, selection of other advisors, portfolio management for businesses and individuals.

Firm Information

Gerardo Garza 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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Gerardo Garza’s Registration & Firm History

TX

02/13/2024 - Present

MWA Financial Services Inc. (Laredo TX)

TX

11/04/2010 - 11/09/2011

ALLSTATE FINANCIAL SERVICES, LLC (LAREDO TX)

CA

07/29/2009 - 10/08/2010

QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)

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Licenses & Designations

BC

Issued 11/27/2023

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 07/16/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/26/2024

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/27/2023

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

BC

Issued 07/23/2023

SIE - Securities Industry Essentials Examination

BC

Issued 07/28/2009

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Gerardo Antonio Garza.
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