Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Ignacio Flores is a financial advisor with MWA Financial Services Inc. Steven has been in the financial industry since 2023. Steven is registered with the state of Arizona and California as both a broker-dealer and investment advisor representative. Steven has the Series 63, Series 65 and Series 6TO licenses and the SIE exam. Steven specializes in working with individuals, high-net-worth individuals, charitable organizations, corporations, and other businesses. MWA Financial Services Inc. is a financial advisor firm that specializes in portfolio management for businesses and individuals. The firm offers a variety of services including financial planning, selection of other advisors, and educational seminars. The firm has 14 clients and assets under management of $216,092,715.
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
CA
04/17/2024 - Present
MWA Financial Services Inc. (Whittier CA)
IA
Issued 03/27/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/24/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/05/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/20/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Steven Flores is the right advisor for you? Invested Better is here to help.
