Unclaimed
Martin Bicknell is a financial advisor with Mariner Wealth located in Overland Park, Kansas. Martin has been in the industry for over 30 years, and has held positions with several firms including CBIZ Financial Solutions, Inc., Purshe Kaplan Sterling Investments, and A. G. Edwards & Sons, Inc. Martin holds a Series 3, 7, and 8 license, as well as a Series 63 license. Martin is a member of the Civic Council of Greater Kansas City.
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
05/11/2006 - Present
Mariner Wealth (OVERLAND PARK KS)
OH
01/04/2011 - 05/01/2013
CBIZ FINANCIAL SOLUTIONS, INC. (CLEVELAND OH)
KS
05/11/2006 - 11/10/2010
PURSHE KAPLAN STERLING INVESTMENTS (LEAWOOD KS)
KS
08/05/1991 - 06/01/2006
A. G. EDWARDS & SONS, INC. (OVERLAND PARK KS)
BC
Issued 08/13/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/24/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 07/17/2002
Series 3 - National Commodity Futures Examination
BC
Issued 08/02/1991
Series 7 - General Securities Representative Examination
Active
Inactive
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