Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Mosher is a financial advisor with Unique Wealth, LLC, a firm based in Clearwater, FL. John has been working in the financial industry since 1999 and has a wide range of experience in investment advisory services. John is a Certified Financial Planner and a Chartered Financial Consultant, and has specialized expertise in providing financial planning and portfolio management for individuals and businesses.
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.
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FL
05/18/2022 - Present
Unique Wealth, LLC (CLEARWATER FL)
FL
11/30/1999 - 03/12/2021
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Clearwater FL)
WI
11/30/1999 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BC
Issued 06/28/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/2009
Series 7 - General Securities Representative Examination
BC
Issued 11/29/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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