Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Martha? Claim Your ProfileMartha Welch is a financial advisor at MWA Financial Services Inc. in Starkville, MS. She is a registered representative and investment advisor representative. She has been in the industry since March 2023. She is also licensed in Mississippi and Alabama. Martha has a Series 63, Series 6TO, and SIE license. She specializes in Financial Planning, Portfolio Management for Individuals and Businesses, and Selection of Other Advisors.
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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MS
03/10/2023 - Present
MWA Financial Services Inc. (Starkville MS)
BC
Issued 02/17/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/10/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/02/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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