Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Puttmann is a financial advisor registered with MWA Financial Services Inc. located in Cincinnati, Ohio. Michael has been in the industry since September 4, 2023. Michael is licensed to provide financial advice in the state of California, Indiana, Kentucky, and Ohio. Michael Puttmann specializes in financial planning, selection of other advisors, and portfolio management.
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
OH
10/31/2023 - Present
MWA Financial Services Inc. (Cincinnati OH)
BOTH
Issued 09/01/2023
Series 66 - Uniform Combined State Law Examination
IA
Issued 02/02/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/07/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/12/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Michael Puttmann is the right advisor for you? Invested Better is here to help.
