Unclaimed
Kristina Markiewicz is a financial advisor currently registered with MWA Financial Services Inc. located in Cincinnati, OH. She specializes in helping individuals and businesses with financial planning, portfolio management, and selecting other advisors. Kristina has a background in financial services, previously working with ONEMERICA SECURITIES, INC. and PFS INVESTMENTS INC. She has a Series 6TO and SIE license.
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
06/22/2022 - Present
MWA Financial Services Inc. (Cincinnati OH)
OH
01/22/2020 - 06/15/2022
ONEAMERICA SECURITIES, INC. (Cincinnati OH)
OH
10/21/2019 - 11/14/2019
PFS INVESTMENTS INC. (CINCINNATI OH)
BC
Issued 10/21/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/09/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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