Molly Shrauner (CRD# 2634699) is an Investment Advisor Representative working at Forward Financial Advisors, LLC in North Bay Village, FL and has over 13 years of experience in the finance industry. Molly Shrauner has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1612984
Genesis Wealth Management, Inc.
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
CRD# 4563511
Efg Asset Management (americas) Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Forward Financial, LLC | Miami, FL | Aug 2019 - Current | 4 |
| Mass Mutual | Miami, FL | May 2017 - Aug 2019 | 2 |
| Mml Investors Services | Miami, FL | May 2017 - Aug 2019 | 2 |
| Massachusetts Mutual Life Insurance Company | Miami, FL | Apr 2017 - Aug 2019 | 2 |
| Valic Financial Advisors, Inc. | Miami, FL | Oct 2010 - May 2017 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2011 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2023 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
- TX
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Total Assets Under Management13MILLIONS
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Total Number of Accounts85ACCOUNTS
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Average Account Value$156,471
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Market timing services
FL, TX
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