Unclaimed
Michael Hetrick is an investment advisor representative at MWA Financial Services Inc., based in Rock Island, IL. Michael has been in the securities industry since 2002. Michael currently holds a Series 6, 7, 24, 62, and 63 license, and is registered in Illinois as a registered investment advisor representative. Michael provides 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.
1
2
IL
02/17/2006 - Present
MWA Financial Services Inc. (ROCK ISLAND IL)
NY
08/12/2003 - 02/27/2004
NEW ENGLAND SECURITIES (NEW YORK NY)
KS
09/25/2002 - 08/05/2003
WADDELL & REED, INC. (OVERLAND PARK KS)
IA
Issued 10/28/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/11/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/07/2005
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/2005
Series 7 - General Securities Representative Examination
BC
Issued 09/24/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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