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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anne? Claim Your ProfileAnne Jenelle Dorian is a financial advisor with Mariner Wealth. Anne has been in the financial services industry since 2010 and is registered with FINRA and the state of Kansas. She holds several industry licenses, including Series 7, 66, 24, 52, and 99. Anne also has experience working as a regulatory compliance professional at several firms, including MSEC, LLC. In addition to her financial advisory role, she is also a senior vice president at Mariner Holdings. Anne is able to offer a wide range of financial services to individuals, 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.
1
2
KS
05/22/2018 - Present
Mariner Wealth (OVERLAND PARK KS)
KS
05/11/2010 - 09/16/2011
LPL FINANCIAL LLC (PRAIRIE VILLAGE KS)
BOTH
Issued 05/24/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/17/2019
Series 24 - General Securities Principal Examination
BC
Issued 06/15/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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