Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Mohr has been in the financial industry since 1987. Craig is a registered investment advisor and a securities representative. Craig is currently affiliated with Osaic Wealth, Inc. and is located in Fredericksburg, Virginia. Previously Craig was affiliated with Securities America, Inc., Securities Service Network, LLC, Kovack Securities Inc., Resource Horizons Group LLC, Genworth Financial Brokerage Services, Capital Brokerage Corporation, Forth Financial Securities, Corporation, John Hancock Distributors, Inc., and John Hancock Mutual Life Insurance Company.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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
VA
06/14/2024 - Present
Osaic Wealth, Inc. (Fredericksburg VA)
VA
09/18/2020 - 06/14/2024
SECURITIES AMERICA, INC. (Fredericksburg VA)
VA
01/28/2015 - 09/18/2020
SECURITIES SERVICE NETWORK, LLC (Fredericksburg VA)
VA
10/15/2014 - 01/16/2015
KOVACK SECURITIES INC. (Fredericksburg VA)
VA
03/15/2005 - 10/15/2014
RESOURCE HORIZONS GROUP LLC (FREDERICKSBURG VA)
IL
01/01/2004 - 03/17/2005
GENWORTH FINANCIAL BROKERAGE SERVICES (SCHAUMBURG IL)
VA
12/01/1997 - 01/01/2004
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
VA
08/21/1995 - 12/01/1997
FORTH FINANCIAL SECURITIES, CORPORATION (RICHMOND VA)
MA
01/14/1987 - 08/09/1995
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
MA
01/14/1987 - 12/31/1989
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
IA
Issued 01/21/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/30/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/13/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Craig Mohr is the right advisor for you? Invested Better is here to help.
