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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Anker is a financial advisor at Mariner Wealth. Jennifer has been working in the financial services industry since 1997. She has a Series 6, 7, 63, 66, and 24 license. Jennifer holds the Certified Financial Planner designation. Jennifer has experience in financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses, portfolio management for individuals, and portfolio management for 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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2
WA
04/28/2022 - Present
Mariner Wealth (Bellevue WA)
WA
03/06/2013 - 03/23/2022
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (BELLEVUE WA)
WA
05/22/1997 - 04/25/2011
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (SEATTLE WA)
BOTH
Issued 03/09/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/02/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/29/2024
Series 24 - General Securities Principal Examination
BC
Issued 03/29/2024
Series 7TO - General Securities Representative Examination
BC
Issued 03/29/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2004
Series 7 - General Securities Representative Examination
BC
Issued 05/19/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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