Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Vanlenten is an investment advisor representative at Mariner Wealth. Jacob is registered with the state of Pennsylvania and has been working in the financial industry since 2023. Jacob has a Series 65 license. Jacob specializes in providing financial planning services, pension consulting, educational seminars, portfolio management, and publication of periodicals.
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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PA
10/25/2023 - Present
Mariner Wealth (Pittsburgh PA)
IA
Issued 10/20/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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