Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Teala? Claim Your ProfileTeala Jo Happ is a financial advisor at MWA Financial Services Inc. Teala has been in the industry since March 12, 2017 and is registered with FINRA. MWA Financial Services Inc. specializes in financial planning, selection of other advisors, and portfolio management for businesses and individuals. The firm manages over 216 million dollars in assets for over 1400 clients.
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
03/13/2017 - Present
MWA Financial Services Inc. (ROCK ISLAND IL)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Teala Happ is the right advisor for you? Invested Better is here to help.
