Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Moberly is a financial advisor at Mariner Wealth, located in Overland Park, KS. Lisa has over 13 years of experience in the financial services industry. Lisa is a Registered Representative of Mariner Wealth and has Series 7, 66, 52TO, 99TO and SIE licenses. Lisa is also a Registered Investment Advisor in Kansas. Lisa specializes in providing financial planning, portfolio management, and investment advice to individuals, families, and businesses. Lisa is committed to helping clients achieve their financial goals.
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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KS
11/12/2019 - Present
Mariner Wealth (OVERLAND PARK KS)
KS
09/24/2009 - 12/05/2019
BOK FINANCIAL SECURITIES, INC. (OVERLAND PARK KS)
MO
07/31/2008 - 11/11/2008
EDWARD JONES (LEE'S SUMMIT MO)
BOTH
Issued 08/13/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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