Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karri? Claim Your ProfileKarri Ketelaar is a financial advisor with MWA Financial Services Inc., a firm headquartered in Rock Island, IL. Karri holds Series 7TO, Series 66, and SIE licenses and is registered as an Investment Advisor Representative in Illinois. Karri has been in the financial services industry since April 2022. Prior to joining MWA Financial Services Inc., Karri worked for Edward Jones and Modern Woodmen of America. Karri specializes in working with individuals, corporations, and charitable organizations.
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
IL
04/26/2024 - Present
MWA Financial Services Inc. (ROCK ISLAND IL)
BOTH
Issued 05/27/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/15/2022
Series 7TO - General Securities Representative Examination
BC
Issued 03/01/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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