Roque Moreira
Investment adviser representative at Mwa Financial Services, Inc.
10 yearsExperience
1 stateRegistered in
$640MFirm assets
10 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Mwa Financial Services Inc.Dec 2023 to now
- Modern Woodmen of AmericaNov 2023 to now
- Varsity TutorsJul 2020 to now
- Mutual of Omaha Investor ServicesNov 2021 to Feb 2024
- Mutual of Omaha Insurance CompanyOct 2021 to Aug 2023
- Equitable Advisors, LLCAug 2020 to Sep 2021
- Melaleuca Inc.Nov 2018 to Apr 2020
- Bringham Young University - IdahoSep 2016 to Dec 2018
- Melaleuca, IncMay 2016 to Oct 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (TX).
Mwa Financial Services, Inc.
$640MAssets managed
2,012Clients
213Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7284512
- Firm CRD
- 112630