Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Marsh is a financial advisor at MWA Financial Services Inc. Jonathan Marsh is a registered representative and investment advisor representative in Alabama, Arkansas, California, Colorado, Georgia, Illinois, Indiana, Iowa, Kansas, Louisiana, Minnesota, Mississippi, North Carolina, South Carolina, Tennessee, Texas, West Virginia, and Wyoming. Jonathan Marsh is a licensed professional with over 13 years of experience in the financial services industry. Jonathan Marsh has a strong track record of success in providing financial advice to individuals, families, and businesses. Jonathan Marsh is committed to helping clients achieve their financial goals and objectives.
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
MS
05/25/2021 - Present
MWA Financial Services Inc. (CORINTH MS)
BOTH
Issued 05/18/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/16/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/01/2009
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/2015
Series 7 - General Securities Representative Examination
BC
Issued 06/19/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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