Unclaimed
Matthew Fisher is a financial advisor at Mariner Wealth. He is licensed to provide investment advice in Missouri. Matthew holds a Series 7, 63 and 66. Matthew has been a financial advisor since 2000. He specializes in working with high net worth individuals, families and businesses. Matthew provides financial planning, investment management and other 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.
1
2
KS
09/23/2016 - Present
Mariner Wealth (OVERLAND PARK KS)
MO
08/03/2000 - 01/15/2009
CHARLES SCHWAB & CO., INC. (CLAYTON MO)
BOTH
Issued 05/16/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/11/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/02/2000
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Matthew Fisher is the right advisor for you? Invested Better is here to help.