Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Holly? Claim Your ProfileHolly Gray is a financial advisor with MWA Financial Services Inc. Holly has been in the financial services industry for over 1 year and has a strong understanding of the investment landscape. She has obtained the Series 63, Series 6TO and SIE exams. She is registered with the state of Michigan. MWA Financial Services Inc. is a financial services firm with a focus on providing financial planning, portfolio management for individuals and businesses, and selection of other advisors.
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
05/17/2023 - Present
MWA Financial Services Inc. (REESE MI)
BC
Issued 06/19/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/17/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/08/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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