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Alana Denney Scott is a financial advisor who has been in the industry since 1998. Alana is a Certified Financial Planner™ professional and currently works for Mariner Wealth in Overland Park, KS. Alana has worked at Mariner Wealth since 2009 and has a Series 7, Series 24, and Series 63 license. Alana Denney Scott works with a wide variety of clients, including individuals, families, businesses, trusts, endowments, foundations, and retirement plans. Alana specializes in providing financial planning, investment management, and retirement planning services.
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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KS
05/30/2011 - Present
Mariner Wealth (OVERLAND PARK KS)
AZ
10/28/1998 - 06/30/2004
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (SCOTTSDALE AZ)
BC
Issued 10/05/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/03/1999
Series 24 - General Securities Principal Examination
BC
Issued 08/19/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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