Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anna maria? Claim Your ProfileAnna maria Jones is a Certified Financial Planner™ professional with over 15 years of experience in the financial services industry. Anna maria currently works at Mariner Wealth Advisors. Anna maria's career began in 2004 at Patriot Wealth Management in Houston, Texas. In 2019, Anna maria joined Mariner Wealth Advisors and is currently registered in Texas as an Investment Advisor Representative. Anna maria specializes in providing financial planning, portfolio management, and family office services to a variety of clients, including high-net-worth individuals, families, businesses, and institutions.
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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TX
01/02/2019 - Present
Mariner Wealth (HOUSTON TX)
Active
Inactive
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