Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Logan? Claim Your ProfileLogan Sharer is a financial advisor at MWA Financial Services Inc. in ROCK ISLAND, IL. Logan is a Series 7TO and Series 26 licensed professional. Logan has been in the financial services industry for over 3 years. Logan's areas of expertise include financial planning, portfolio management for businesses and individuals, and selection of other advisors. MWA Financial Services Inc. is a financial firm that has a long history of providing personalized financial advice to individuals, families, and businesses. The firm has a team of experienced financial advisors who are dedicated to helping their clients achieve their financial goals. The firm has offices in several states, including Illinois. The firm's focus is on providing clients with a comprehensive range of financial services, including financial planning, investment management, retirement planning, and estate planning. The firm's team of advisors is committed to providing clients with personalized advice and guidance.
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
09/04/2023 - Present
MWA Financial Services Inc. (ROCK ISLAND IL)
BC
Issued 02/26/2024
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 09/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 05/31/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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