Joseph
Soucy
Mwa Financial Services Inc
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About this Advisor
Joseph Soucy is a financial advisor based in North Andover, Massachusetts, working with Mwa Financial Services Inc. Joseph has previously held positions at Modern Woodmen Of America, Mwa Financial Services Inc, Sacred Heart Parish, and Small Business Strong. Joseph has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Massachusetts. Currently, Joseph is part of Mwa Financial Services Inc, which operates out of North Andover, Massachusetts. The firm has 81 offices and 685 employees. The firm manages assets totaling $216.1 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Mwa Financial Services Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Mwa Financial Services Inc Brokerage Details
$216,092,715
685
1,432
$150,903
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Joseph Soucy Work History
Modern Woodmen Of America
Mwa Financial Services Inc
Small Business Strong
Sacred Heart Parish
Disclosures
Please visit the SEC profile of Joseph Soucy to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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