Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Franklin? Claim Your ProfileFranklin Mohri is a financial advisor registered with Mutual of Omaha Investor Services, Inc. Franklin is a CERTIFIED FINANCIAL PLANNER™ professional and specializes in providing financial planning and portfolio management services to individuals and high-net-worth individuals. Franklin has been in the financial services industry since 2000. Franklin is licensed in Arizona, California, Florida, Hawaii, Maryland, Nevada, New York, North Carolina, North Dakota, Oregon and Texas. Franklin is also registered as an Investment Advisor Representative in California and Texas.
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.
Helps you choose top advisors aligned with your financial 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.
Promoter fees and third party money manager fees
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2
CA
02/20/2014 - Present
Mutual OF Omaha Investor Services, Inc. (LOS ANGELES CA)
NJ
03/18/2002 - 10/22/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NE
04/26/2000 - 02/20/2002
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)
BOTH
Issued 04/01/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/12/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/22/2003
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/2002
Series 7 - General Securities Representative Examination
BC
Issued 04/03/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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