Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kallene? Claim Your ProfileKallene Marie Faris is a financial professional with over 14 years of experience in the industry. Kallene is currently registered as a Registered Representative with MWA Financial Services Inc. She is also a Certified Financial Planner and a Chartered Financial Consultant. Kallene's areas of specialization include financial planning, investment advisory services and portfolio management.
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
CO
04/05/2012 - Present
MWA Financial Services Inc. (PUEBLO CO)
BC
Issued 02/22/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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