Unclaimed
Erin Zylka is a financial advisor at Mariner Independent, a firm that specializes in providing investment advice to individuals, families, and businesses. Erin has been in the financial services industry since 2010. Erin has a Series 7, Series 63, and Series 65 license. Erin holds the Certified Financial Planner designation. Erin's experience includes providing financial planning, portfolio management, and retirement planning services.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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
06/03/2021 - Present
Mariner Independent (OVERLAND PARK KS)
OH
06/01/2012 - 12/31/2012
TRIAD ADVISORS, INC. (SYLVANIA OH)
OH
05/07/2010 - 06/26/2012
AMERITAS INVESTMENT CORP. (PERRYSBURG OH)
IA
Issued 06/04/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/11/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/06/2010
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Erin Zylka is the right advisor for you? Invested Better is here to help.