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Marvin Lee Terry

MWA Financial Services Inc.

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About Marvin Lee Terry

Marvin Lee Terry is a financial professional with over 20 years of experience in the industry. Marvin is currently registered with MWA Financial Services Inc. in Alexandria, LA. Marvin also holds Series 6, 63, 6TO, and SIE licenses. Prior to working with MWA Financial Services Inc., Marvin was registered with NYLIFE SECURITIES INC. in New York, NY. Marvin specializes in providing financial planning and portfolio management services for individuals, businesses, and charitable organizations.

Firm Information

Marvin Terry is currently registered with MWA Financial Services Inc.. MWA Financial Services Inc. is a Corporation formed in February 2001 and headquartered in ROCK ISLAND, IL. They provide financial planning and investment advisory services to individuals, corporations, and charitable organizations. They have a strong presence in the US, with registered representatives in 52 states. MWA Financial Services Inc. manages over $216 million in assets and specializes in serving individuals other than high-net-worth clients.
MWA Financial Services Inc.

1701 1ST AVENUE

ROCK ISLAND, IL 61201

$216.09M

Assets Under Management

14

Total Clients

525

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Marvin Terry’s Registration & Firm History

LA

08/21/2024 - Present

MWA Financial Services Inc. (Alexandria LA)

NY

10/04/2001 - 04/02/2002

NYLIFE SECURITIES INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 12/05/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/21/2024

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 08/23/2023

SIE - Securities Industry Essentials Examination

BC

Issued 10/03/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Marvin Lee Terry.
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