Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Logan? Claim Your ProfileLogan Sheley is a financial professional with a focus on providing investment and financial planning services to individuals. Logan is registered with Charles Schwab & CO., Inc. Logan has experience working with clients at MWA FINANCIAL SERVICES INC. Logan holds the Series 63, Series 7TO and SIE licenses. Logan is currently licensed in 51 states.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
IN
06/14/2024 - Present
Charles Schwab & CO., Inc. (Indianapolis IN)
IN
10/03/2022 - 02/15/2024
MWA FINANCIAL SERVICES INC. (Greenwood IN)
BC
Issued 11/12/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/06/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/03/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/21/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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