Unclaimed
Melven Joseph Sweat is a financial professional with over 9 years of experience in the industry. Melven is registered with MWA Financial Services Inc. and is currently licensed to provide financial advice in Kentucky, Nevada, Oregon and Utah. Melven has a Series 6 license and has also passed the SIE and Series 63 exams. Melven specializes in Retirement Planning, Investment Advisory Services, Insurance and Mutual Funds.
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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UT
01/22/2014 - Present
MWA Financial Services Inc. (TOOELE UT)
BC
Issued 12/17/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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