Unclaimed
Quinnlan Chase Smith is a financial advisor at MWA Financial Services Inc. Quinnlan has been in the industry for a few years. Quinnlan is registered to provide financial advice in Illinois. Quinnlan holds Series 66, Series 7TO, Series 24, and SIE licenses. Quinnlan works with clients in Rock Island, IL.
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
04/04/2023 - Present
MWA Financial Services Inc. (ROCK ISLAND IL)
BOTH
Issued 03/13/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/30/2023
Series 24 - General Securities Principal Examination
BC
Issued 04/04/2023
Series 7TO - General Securities Representative Examination
BC
Issued 02/14/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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