Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shannon? Claim Your ProfileShannon Marie Branstetter is a registered representative with MWA Financial Services Inc., with a branch office located in Marion, OH. Shannon has been in the industry since April 2022. Shannon has successfully passed Series 63, Series 7TO and the SIE exams. Shannon is licensed in Florida and Ohio and is active in both states.
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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2
OH
04/20/2022 - Present
MWA Financial Services Inc. (Marion OH)
BC
Issued 08/05/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/20/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/28/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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