Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Mohr is a financial advisor with over 30 years of experience in the industry. David is currently registered with MML Investors Services, LLC and MML Distributors, LLC. David has held previous positions with Nationwide Investment Services Corporation, MMC Securities Corp., Marsh & McLennan Securities Corporation, Washington Square Securities, Inc., MML Investors Services, Inc. and The Prudential Insurance Company of America. David holds licenses for both securities and investment advisory services and has earned the Series 6, 7, 26, 63 and 65 licenses.
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.
Asset allocation programs
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.
Solicitors fees
1
2
MA
12/23/2020 - Present
MML Investors Services, LLC (Boston MA)
NJ
03/17/2006 - 11/18/2020
NATIONWIDE INVESTMENT SERVICES CORPORATION (SHAMONG NJ)
NY
12/30/2000 - 02/22/2006
MMC SECURITIES CORP. (NEW YORK NY)
NY
07/22/1999 - 12/30/2000
MARSH & MCLENNAN SECURITIES CORPORATION (NEW YORK NY)
CT
11/10/1997 - 06/18/1999
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
MA
12/19/1996 - 12/04/1997
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NJ
08/28/1989 - 12/17/1996
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
08/28/1989 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 12/15/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/03/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/14/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/1998
Series 7 - General Securities Representative Examination
BC
Issued 08/24/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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