Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aaron? Claim Your ProfileAaron Clark is an investment advisor representative and associated person at Mariner Wealth Advisors. Aaron is registered with the Securities and Exchange Commission and has been in the industry since 2008. The individual specializes in a variety of services, including investment planning, retirement planning, and portfolio management. Aaron is a Chartered Financial Analyst and has earned numerous certifications in the financial services industry. He is dedicated to providing clients with personalized financial advice to help them achieve their financial goals.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Family office services
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.
1
2
AZ
11/11/2019 - Present
Mariner Wealth (SCOTTSDALE AZ)
KS
05/23/2011 - 12/05/2019
BOK FINANCIAL SECURITIES, INC. (OVERLAND PARK KS)
OK
10/01/2008 - 05/27/2009
J.P. MORGAN SECURITIES INC. (TULSA OK)
OK
08/29/2007 - 10/01/2008
J.P. MORGAN SECURITIES INC. (TULSA OK)
BC
Issued 09/04/2007
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/31/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Aaron Clark is the right advisor for you? Invested Better is here to help.
