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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathleen? Claim Your ProfileKathleen Yanelli is an investment advisor representative with Mariner Wealth. Kathleen has been in the industry since 1998 and holds Series 7, 24, 63, and 65 licenses. Kathleen is registered with FINRA and the state of California. Kathleen has experience working with a wide range of clients, including high-net-worth individuals, corporations, and institutions. Mariner Wealth is a registered investment advisor with offices in Overland Park, Kansas, and Newport Beach, California. The firm provides a variety of financial services, including investment management, financial planning, and family office services.
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
CA
12/04/2024 - Present
Mariner Wealth (Newport Beach CA)
GA
04/23/1998 - 02/18/1999
FSC SECURITIES CORPORATION (ATLANTA GA)
IA
Issued 06/02/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/24/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/11/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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