Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Phelps is a financial professional with MWA Financial Services Inc. She is registered with FINRA and the state of Michigan. Lisa has passed the Series 63, Series 6TO, and SIE exams. She has been in the industry for a short time and has a branch office location at 405 S. Mission Street, Suite A in Mt. Pleasant, MI. MWA Financial Services Inc. provides financial planning, selection of other advisers, and portfolio management for businesses and individuals.
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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MI
09/07/2022 - Present
MWA Financial Services Inc. (Mt. Pleasant MI)
BC
Issued 10/18/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/07/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/24/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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