Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Masen? Claim Your ProfileMasen Needles is a financial advisor with MWA Financial Services Inc., a firm with offices across the United States. Masen has been in the industry since May 15, 2022 and is registered in Nebraska and Iowa. Masen specializes in Financial Planning, Portfolio Management for Individuals and Businesses, and Selection of Other Advisors. Masen is a Series 63, Series 6TO, Series 26, and SIE license holder.
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
NE
05/16/2022 - Present
MWA Financial Services Inc. (Lincoln NE)
BC
Issued 07/01/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/26/2022
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 05/16/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/14/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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