Unclaimed
Betsy Dow is a financial advisor registered with Mariner Wealth Advisors, and has been active in the industry since August 18, 1985. Betsy is licensed to provide investment advice in Arkansas, California, Colorado, Florida, Georgia, Illinois, Kansas, Missouri, Ohio, Texas, Virginia and Washington. Betsy is also a registered representative of Mariner Wealth. Betsy has experience working at a number of firms including A. G. Edwards & Sons, Inc., Wells Fargo Advisors, LLC, and PURSHE KAPLAN STERLING INVESTMENTS. Betsy holds Series 7, 63 and 66 securities licenses as well as the SIE exam.
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
06/22/2015 - Present
Mariner Wealth (OVERLAND PARK KS)
MO
01/08/2010 - 06/12/2015
PURSHE KAPLAN STERLING INVESTMENTS (CLAYTON MO)
MO
01/01/2008 - 01/19/2010
WELLS FARGO ADVISORS, LLC (DES PERES MO)
MO
06/12/2002 - 01/03/2008
A. G. EDWARDS & SONS, INC. (DES PERES MO)
MO
05/23/1985 - 03/15/2002
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BOTH
Issued 04/29/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/25/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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