Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Afton? Claim Your ProfileAfton Rochelle Yaeger is a financial advisor registered with Mariner Wealth. Afton is based in NEW ALBANY, IN and has been in the financial services industry since 2010. Afton has a Series 7, Series 66 and SIE license. Afton also holds the Certified Financial Planner designation. Before joining Mariner Wealth, Afton worked at MSEC, LLC and TRIAD ADVISORS LLC. Afton's specializations include Retirement Planning, Education Planning, Estate Planning, Insurance Planning, and Tax Planning.
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.
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2
IN
02/01/2019 - Present
Mariner Wealth (NEW ALBANY IN)
IN
03/20/2019 - 10/07/2022
MSEC, LLC (New Albany IN)
IN
11/22/2010 - 10/16/2018
TRIAD ADVISORS LLC (NEW ALBANY IN)
BOTH
Issued 09/02/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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