My name is Mark J. Mohr. Welcome to my web site.
As an Equitable Advisors financial professional and active member of the Houston, Texas community, I am dedicated to helping individuals and businesses build their financial futures.
To stay on top of my field and develop my professional skills during my career, I have regularly attended industry training and certification programs. This includes completing the curriculum and passing the rigorous exams for FINRA registrations Series 7 and Series 66.
My academic achievements include:
* A BBA magna cum laude from the University of Houston (accounting and finance)
* Retired Certified Public Accountant (CPA) from Texas State Board of Public Accountancy
My education, experience and professional affiliations have fostered my practical approach to offering financial advice and planning services to my clients. Rather than just recommend a hodgepodge of unrelated products, I first consider your specific financial goals, time horizons and investment objectives.
Working together, we can formulate a strategy to help you achieve your goals. Then, as a registered representative and investment advisor representative of Equitable Advisors, and an agent of Equitable Network and its subsidaries, I can recommend the appropriate products and services to help you execute your strategy.
Maintaining a strong sense of community and a solid professional foundation are very important to me. My community activities and professional affiliations include:
* Retired Member of the Texas Society of Certified Public Accountants (TSCPA)
* Life Member of the "H" Association (University of Houston lettermen)
My wife, Nanci, and I live in Cypress, Texas.
Thanks for visiting.
Mark does not perform accountancy services in his role as a financial professional with Equitable Advisors. This firm is not a CPA firm.
