Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tahesia? Claim Your ProfileTahesia Carter is a financial advisor at MWA Financial Services Inc. in Liberty, NC. Tahesia has been in the financial services industry since January 2019. Tahesia is registered with FINRA and holds Series 63, Series 6TO, and SIE licenses. Tahesia works with individuals, families, and businesses. Tahesia specializes in financial planning, portfolio management, and selection of other advisors.
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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NC
01/29/2019 - Present
MWA Financial Services Inc. (Liberty NC)
BC
Issued 07/12/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/29/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/26/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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