Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karla? Claim Your ProfileKarla Haston is an investment advisor representative with Mariner Wealth. Karla is licensed in both Kansas and Missouri. Karla has been in the industry for over 20 years. She is a registered representative for both Mariner Wealth and MSEC, LLC. She is also the owner of her own business, Karla Haston, which sells baby gifts.
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
06/02/2022 - Present
Mariner Wealth (OVERLAND PARK KS)
KS
10/26/2009 - 09/17/2021
WADDELL & REED (OVERLAND PARK KS)
KS
04/07/2010 - 10/08/2019
IVY DISTRIBUTORS, INC. (OVERLAND PARK KS)
KS
04/15/2005 - 10/14/2009
UBS FINANCIAL SERVICES INC. (OVERLAND PARKS KS)
MN
03/22/2001 - 04/13/2005
PIPER JAFFRAY & CO. (MINNEAPOLIS MN)
MN
07/10/2000 - 01/11/2001
BIRCHTREE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
BOTH
Issued 04/06/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/29/2009
Series 24 - General Securities Principal Examination
BC
Issued 12/28/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/13/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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