Credentials & Affiliations
The marks and memberships the firm publishes, with the registers they point to.
Certifications
CFP®MDRT
Check the background of this investment professional on BrokerCheck by FINRA[confirm: the MDRT and CFP marks link to a BrokerCheck individual summary on the live site]
Affiliations
Who the firm works through
Securities and advisory services offered through Mutual of Omaha Investor Services, Inc. Member FINRA and SIPC. Mohri Financial & Insurance Services and Mutual of Omaha Investor Services, Inc. are not affiliated. This is not an offer or solicitation in any jurisdiction where we are not authorized to do business. Franklin Mohri – CA Insurance Lic# OC71568
The information provided here is general in nature. It has been obtained from sources believed to be reliable, but no guarantee is made as to its accuracy, timeliness or completeness. The information is not intended, and should not be construed as legal, tax or investment advice. Consult with your legal, tax or investment professional before taking any action based on this information. Insurance products and services are offered by various underwriting companies. Underwriting company is dependent upon insurance product sold.
[further affiliations and memberships, from the client]
Why any of this matters to you
A credential tells you what someone studied and keeps up. A register records what a firm and an individual are permitted to do, and what has been reported about them.
Both are worth checking, which is why they are linked here rather than only described.
Talk it through before you decide anything.
Tell us where you are and what you are trying to protect.