Unclaimed
Alan Skrainka is a financial advisor at Mariner Wealth. Alan is a seasoned professional with over 30 years of experience in the financial services industry. Alan is a Chartered Financial Analyst (CFA) and holds the Series 7, Series 24, Series 16 and Series 87 licenses. Alan has extensive experience in providing financial advice to individuals, businesses, and institutions. Alan's expertise includes portfolio management, financial planning, and retirement planning. Alan is committed to providing his clients with personalized financial advice and guidance 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.
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2
MO
02/20/2024 - Present
Mariner Wealth (Brentwood MO)
MO
06/17/2011 - 01/31/2020
LPL FINANCIAL LLC (DES PERES MO)
MO
12/21/1983 - 06/18/2010
EDWARD JONES (ST LOUIS MO)
BC
Issued 01/21/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/11/1989
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/2005
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 01/26/1994
Series 16 - NYSE Supervisory Analyst Examination
BC
Issued 12/17/1983
Series 7 - General Securities Representative Examination
Active
Inactive
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