Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevne? Claim Your ProfileKevne Sharpe is a financial advisor at Mariner Wealth. Kevne has over 30 years of experience in the financial services industry and is a Certified Financial Planner. Kevne has worked for several firms over the years, including Pruco Securities, LLC., FortA Financial Group, Inc., and Northern Lights Distributors, LLC. Kevne has a broad range of experience in the financial services industry, providing financial planning, portfolio management, pension consulting, and other services to individuals and businesses. Kevne is dedicated to helping clients reach their financial goals. Kevne is registered to offer investment advisory services in Colorado. Kevne is currently licensed with Mariner Wealth Advisors.
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
CO
08/09/2022 - Present
Mariner Wealth (Highlands Ranch CO)
CO
05/28/2020 - 08/02/2022
PRUCO SECURITIES, LLC. (ENGLEWOOD CO)
CO
09/13/2017 - 07/17/2020
FORTA FINANCIAL GROUP, INC. (GREENWOOD VILLAGE CO)
NE
10/16/2013 - 07/26/2017
NORTHERN LIGHTS DISTRIBUTORS, LLC (ELKHORN NE)
CO
11/12/2012 - 05/15/2013
GENEOS WEALTH MANAGEMENT, INC. (ENGLEWOOD CO)
CA
06/06/2011 - 08/03/2012
GRIFFIN CAPITAL SECURITIES, INC. (EL SEGUNDO CA)
CA
01/06/2010 - 02/08/2011
PRIORITY CAPITAL INVESTMENTS, LLC (SAN DIEGO CA)
TX
09/05/2008 - 11/06/2009
IMS SECURITIES, INC. (GRAPEVINE TX)
FL
06/25/2003 - 09/03/2008
CNL SECURITIES CORP. (ORLANDO FL)
MN
02/15/1994 - 06/10/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
02/15/1994 - 06/10/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
OH
08/17/1993 - 02/14/1994
KEY BROKERAGE COMPANY, INC. (CLEVELAND OH)
OH
01/15/1991 - 11/25/1992
KEY BROKERAGE COMPANY, INC. (CLEVELAND OH)
MN
12/17/1986 - 06/05/1990
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
NA
08/19/1986 - 11/24/1986
SOUTHMARK FINANCIAL SERVICES, INC.
BC
Issued 08/04/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/1986
Series 7 - General Securities Representative Examination
Active
Inactive
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