Unclaimed
Jason Craine is a financial advisor in Wichita, KS. He is currently registered with Mariner Wealth. Jason has been in the financial services industry for over 10 years. He is a Certified Financial Planner. Jason has a strong track record of helping his clients achieve their financial goals. Previously Jason was employed at MSEC, LLC and Northwestern Mutual Investment Services, LLC. Jason has experience working with individuals, families, and businesses. He is committed to providing his clients with personalized financial advice and guidance.
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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2
KS
01/23/2015 - Present
Mariner Wealth (WICHITA KS)
KS
12/10/2014 - 12/31/2019
MSEC, LLC (Overland Park KS)
KS
06/30/2014 - 11/19/2014
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (LEAWOOD KS)
MO
01/06/2012 - 09/20/2013
UMB DISTRIBUTION SERVICES, LLC (KANSAS CITY MO)
IA
Issued 01/23/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/11/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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