Unclaimed
Kathryn Seckel is a registered representative associated with MWA Financial Services Inc. Kathryn has a strong understanding of the financial services industry. Kathryn holds licenses for the Series 6, Series 63 and SIE exams. Kathryn has been a licensed agent for over 8 years and has experience working with various client types. Kathryn is committed to providing financial guidance and investment solutions to help her clients reach their financial goals.
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.
1
2
OH
07/02/2014 - Present
MWA Financial Services Inc. (Marion OH)
BC
Issued 05/28/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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