Mary PodhirnyCRD Number: 4439605
Current Firm: Mwa Financial Services, Inc.
Mary Podhirny (CRD# 4439605) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Rock Island, IL and has over 21 years of experience in the finance industry.
Ameriprise Financial Services, LLC
Ubs Financial Services Inc.
Lpl Financial LLC
|Mwa Financial Services, Inc.||Rock Island, IL||Aug 2001 - Current||21|
|Modern Woodmen Of America||Rock Island, IL||Oct 1999 - Current||23|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2002|
|S66||NASAA Uniform Combined State Law Examination||May 2019|
Total Assets Under Management101MILLIONS
Total Number of Accounts578ACCOUNTS
Average Account Value$175,297
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, FL, GA, IA, ID, IL, IN, KS, LA, MD, ME, MI, MN, MO, MS, NC, ND, NE, NH, NJ, NM, OH, OK, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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