Unclaimed
Nicholas Springer is an investment advisor representative at MWA Financial Services Inc., licensed in Ohio. Nicholas has been in the industry since 2024 and has a Series 63, Series 6TO, and SIE licenses. Nicholas also holds registrations in Arizona, Florida, Michigan, Missouri, North Carolina, Ohio, South Carolina, and Texas. Nicholas specializes in financial planning, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. MWA Financial Services Inc. is an investment advisor firm that provides financial planning, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. The firm has 1432 client accounts and manages over $216 million in assets.
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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OH
02/19/2025 - Present
MWA Financial Services Inc. (MAUMEE OH)
BC
Issued 05/09/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/19/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/20/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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