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Theodore Nathan Fiawoo

MWA Financial Services Inc.

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About Theodore Nathan Fiawoo

Theodore Fiawoo is an investment advisor representative at MWA Financial Services Inc. with a total of 6 approved state registrations. Theodore has been active in the industry since May 20, 2020 and has passed two state exams, two product exams, and has 7 years of experience in various roles within the financial industry. Theodore is currently registered as a broker in the state of California. Theodore's firm, MWA Financial Services Inc. is a firm with approximately $216,092,715 in regulatory assets under management and is registered with the SEC as an Investment Advisor. MWA Financial Services Inc. primarily provides financial planning, portfolio management for individuals, and selection of other advisers as advisory services.

Firm Information

Theodore Fiawoo 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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Theodore Fiawoo’s Registration & Firm History

CA

07/29/2024 - Present

MWA Financial Services Inc. (Ontario CA)

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Licenses & Designations

IA

Issued 07/02/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/12/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/21/2020

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/12/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Theodore Nathan Fiawoo.
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