Unclaimed
Derek Eli Sanborn is an investment advisor representative with Mariner Wealth Advisors. Derek has been in the industry since 2016 and has experience in providing financial planning, portfolio management, and other advisory services to individuals, families, and businesses. Derek is registered with the Securities and Exchange Commission (SEC) and is a Series 65 licensed investment advisor representative. Derek is also a Series 52TO licensed municipal securities representative and a SIE licensed individual. Derek has a strong track record of success in the investment industry and is committed to providing his clients with the highest level of service.
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
11/23/2021 - Present
Mariner Wealth (OVERLAND PARK KS)
KS
11/02/2019 - 05/31/2024
MSEC, LLC (Overland Park KS)
IA
Issued 11/23/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/02/2019
Series 52TO - Municipal Securities Representative Examination
BC
Issued 03/03/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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