Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lynne? Claim Your ProfileLynne Wentzel Mathews is an Investment Advisor Representative with Mariner Wealth Advisors. Lynne is based in Miramar Beach, Florida and has been working in the financial industry since May of 2011. Lynne holds a Series 65 license and has been working as a Registered Investment Advisor since 2020.
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
FL
03/04/2022 - Present
Mariner Wealth (Miramar Beach FL)
IA
Issued 12/14/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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