Unclaimed
Edward John Meier is a financial advisor with Mariner Wealth. Edward has been in the industry for over 30 years, and holds the Series 7 and Series 65 licenses. Edward has extensive experience in financial planning, portfolio management, and pension consulting. Edward has worked with a wide range of clients, including high-net-worth individuals, families, businesses, and institutions. Edward is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.
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
MI
08/01/2022 - Present
Mariner Wealth (Bloomfield Hills MI)
FL
08/09/2001 - 07/23/2002
INTERSECURITIES, INC. (ST. PETERSBURG FL)
CT
06/19/1997 - 09/23/1999
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
IL
06/28/1995 - 05/13/1997
R. D. KUSHNIR & CO. (NORTHBROOK IL)
NY
05/08/1992 - 03/04/1994
HILLIARD FARBER SECURITIES CORP. (NEW YORK NY)
NJ
05/08/1992 - 07/07/1993
HILLIARD FARBER & CO., INC. (JERSEY CITY NJ)
IA
Issued 02/18/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/04/1993
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Edward Meier is the right advisor for you? Invested Better is here to help.