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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Deann? Claim Your ProfileDeann Elmore is a financial advisor at Mariner Wealth with over 16 years of experience in the industry. Deann has worked with various clients, including individuals, high-net-worth individuals, insurance companies, pension and profit-sharing plans, charitable organizations, banking or thrift institutions, corporations or other businesses, and state or municipal government entities. Deann is a Registered Representative and has held a Series 66 license since 2010. She has also held various principal licenses, including Series 27, Series 53, Series 4, and Series 24. Deann is also a Registered Investment Advisor. Deann specializes in various areas, including portfolio management for individuals and businesses, financial planning, pension consulting, educational seminars, and selection of other advisers. Deann has held previous positions at Waddell & Reed, Kovack Securities Inc., and Cambridge Investment Research, Inc.
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
04/03/2019 - Present
Mariner Wealth (OVERLAND PARK KS)
KS
04/17/2014 - 03/13/2019
WADDELL & REED (OVERLAND PARK KS)
FL
05/24/2010 - 04/07/2014
KOVACK SECURITIES INC. (FT. LAUDERDALE FL)
IA
02/20/2007 - 05/28/2010
CAMBRIDGE INVESTMENT RESEARCH, INC. (FAIRFIELD IA)
BOTH
Issued 04/26/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/28/2018
Series 27 - Financial and Operations Principal Examination
BC
Issued 04/23/2018
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/24/2015
Series 4 - Registered Options Principal Examination
BC
Issued 03/26/2007
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/19/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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