Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gloria? Claim Your ProfileGloria Shouldis is an Investment Advisor Representative at Mariner Wealth. Gloria is registered with the state of New York. Gloria has been in the industry for over 20 years and has worked at several firms including Pumpman, Flackman, Goodman, Potter, P.A./O'Connor Davies, and Mariner Wealth Advisors. Gloria has a Series 65 license, which allows her to provide investment advice to individuals and institutions. Gloria's expertise is in financial planning, pension consulting, and portfolio management. Gloria is dedicated to providing her clients with the best possible advice and service. Gloria is a specialist in working with High Net Worth individuals, individuals other than High Net Worth, corporations or other businesses, charitable organizations, pension and profit-sharing plans, banking or thrift institutions, insurance companies, and pooled investment vehicles.
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.
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NY
08/10/2021 - Present
Mariner Wealth (NEW YORK NY)
IA
Issued 08/09/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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