Molly A. Shrauner
Professional summary
Molly Ann Shrauner, CFP®, who also goes by Molly A Shrauner, is a registered financial advisor currently at FORWARD FINANCIAL ADVISORS, LLC located in North Bay Village, Florida.
Molly is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Molly has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 8 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Molly Ann Shrauner's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2010
Experience
February 26, 2020 - Present
FORWARD FINANCIAL ADVISORS, LLC
May 5, 2017 - August 30, 2019
MML INVESTORS SERVICES, LLC
May 5, 2017 - August 30, 2019
MML INVESTORS SERVICES, LLC
October 22, 2010 - May 12, 2017
VALIC FINANCIAL ADVISORS, INC.
October 14, 2010 - May 12, 2017
VALIC FINANCIAL ADVISORS, INC.
August 31, 2000 - March 14, 2007
CHARLES SCHWAB & CO., INC.
December 12, 1995 - March 14, 2007
CHARLES SCHWAB & CO., INC.
July 25, 1995 - September 26, 1995
IDS LIFE INSURANCE COMPANY
July 25, 1995 - September 26, 1995
AMERIPRISE FINANCIAL SERVICES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/24/2020)
(2/26/2020)
Exams
Series 8
Date: 8/18/1998
General Securities Sales Supervisor Examination (Options Module & General Module)Current Firm
FORWARD FINANCIAL ADVISORS, LLC
CRD#: 307677 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 136 |
| AUM (Assets Under Management) | $ 22,914,000 |
Red Flags
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