Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Eugene Mohney is a registered representative with Lincoln Douglas Investments, LLC. Brian has over 20 years of experience in the financial services industry, including experience at Wunderlich Securities, Inc. and Capital Securities of America, Inc. Brian holds the following licenses: Series 4, Series 7, Series 14, Series 24, Series 27, Series 52TO, Series 53, Series 79, and Series 99TO. Brian is also a registered investment advisor in the state of Ohio and Georgia.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
GA
01/15/2013 - Present
Lincoln Douglas Investments, LLC (Georgetown GA)
TN
03/06/2007 - 05/10/2011
WUNDERLICH SECURITIES, INC. (MEMPHIS TN)
OH
11/28/1997 - 03/06/2007
CAPITAL SECURITIES OF AMERICA, INC. (HARTVILLE OH)
BC
Issued 03/03/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 06/13/2016
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/18/2001
Series 27 - Financial and Operations Principal Examination
BC
Issued 04/13/2000
Series 24 - General Securities Principal Examination
BC
Issued 05/07/1999
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/2015
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 08/18/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Brian Mohney is the right advisor for you? Invested Better is here to help.
