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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Dumas is a financial advisor at Mariner Wealth. John has been in the financial services industry for over 10 years. John is a Certified Financial Planner. John specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. John is registered with the state of Oklahoma. John holds a Series 65 license.
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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OK
07/02/2020 - Present
Mariner Wealth (OKLAHOMA CITY OK)
IA
Issued 07/02/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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