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Aubree Michelle Pixley is an Investment Advisor Representative associated with Mariner Wealth Advisors in Tulsa, Oklahoma. Aubree Michelle Pixley has been in the industry since 2008 and has a Series 65 license. Aubree Michelle Pixley specializes in various areas, including financial planning, pension consulting, educational seminars, and portfolio management. Aubree Michelle Pixley is also involved in the Claremore Public Schools Foundation, a non-profit organization, where they serve as President.
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
OK
06/16/2022 - Present
Mariner Wealth (Tulsa OK)
IA
Issued 06/16/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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