Ronda
Sizemore
Mwa Financial Services Inc
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About this Advisor
Ronda Sizemore is a financial advisor working in Liberty, North Carolina who has 1 year of relevant experience. Sizemore is an employee of Mwa Financial Services Inc. Over the course of their career, Sizemore has held roles at Wells Fargo Advisors LLC, Stifel Nicolaus & Co Inc, Mwa Financial Services Inc, Modern Woodmen Of America and Damsel In Defense. Sizemore holds Series 63 and Series 66 licenses, qualifying them as a securities broker, and is registered to operate in North Carolina. Mwa Financial Services Inc is a financial advisory firm headquartered in Rock Island, IL. The investment advisory business has offices in 61 locations and a total of 689 employees. It controls $136 million in total assets among its 987 client accounts, making it one of the mid-sized firms in the country by assets under management. The firm advises four charities and foundations. Of its 987 accounts, just 2% are associated with high-net-worth investors who have greater than $1 million in assets. Mwa Financial Services Inc performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors depend on which services the firm provides the client. Fees billed by Mwa Financial Services Inc can consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Mwa Financial Services Inc Brokerage Details
$135,611,907
689
987
$137,398
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
Ronda Sizemore Work History
Ronda has been registered as a financial advisor for 1 years.*
Mwa Financial Services Inc
Modern Woodmen Of America
Damsel In Defense
Stifel Nicolaus & Co Inc
Wells Fargo Advisors LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Ronda Sizemore 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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