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Samuel George Saied

MWA Financial Services Inc.

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About Samuel George Saied

Samuel George Saied is a financial advisor with MWA Financial Services Inc., with over 20 years of experience in the financial services industry. Samuel is a Series 6 and Series 63 licensed professional and has been a registered representative of MWA Financial Services Inc. since February 2002. Samuel specializes in providing financial planning, portfolio management services for individuals and businesses, as well as the selection of other advisors. Samuel has extensive experience in working with clients from a variety of backgrounds and is committed to providing personalized financial advice and guidance that meets their specific needs.

Firm Information

Samuel Saied is currently registered with MWA Financial Services Inc.. MWA Financial Services Inc. is a Corporation formed in February 2001 and headquartered in ROCK ISLAND, IL. They provide financial planning and investment advisory services to individuals, corporations, and charitable organizations. They have a strong presence in the US, with registered representatives in 52 states. MWA Financial Services Inc. manages over $216 million in assets and specializes in serving individuals other than high-net-worth clients.
MWA Financial Services Inc.

1701 1ST AVENUE

ROCK ISLAND, IL 61201

$216.09M

Assets Under Management

14

Total Clients

525

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Samuel Saied’s Registration & Firm History

TX

02/07/2002 - Present

MWA Financial Services Inc. (Amarillo TX)

AZ

03/08/1999 - 02/12/2002

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (SCOTTSDALE AZ)

WI

03/27/1998 - 02/16/1999

COORDINATED CAPITAL SECURITIES, INC. (FORT ATKINSON WI)

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Licenses & Designations

BC

Issued 04/03/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/26/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Samuel George Saied. Review regulatory record here.
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