Unclaimed
Linda Ayotte is a financial advisor with MWA Financial Services Inc., who has been in the industry since November 4, 2011. Linda is registered in Texas, Illinois, New Mexico and Wyoming and has a Series 6, Series 63 and SIE license. Linda specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors. MWA Financial Services Inc. provides financial services to 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.
1
2
TX
11/05/2011 - Present
MWA Financial Services Inc. (AUSTIN TX)
BC
Issued 01/06/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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