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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew James Rice is an investment advisor representative with Mariner Wealth, headquartered in Overland Park, Kansas. Matthew has been in the industry since 2007. His previous employers include TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, CHARLES SCHWAB & CO., INC., and ONEAMERICA SECURITIES, INC.. Matthew holds the Series 7 and Series 66 licenses. Matthew is a Certified Financial Planner. He provides financial planning services to individuals, corporations, charitable organizations, and investment companies.
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
IN
02/26/2018 - Present
Mariner Wealth (INDIANAPOLIS IN)
IN
08/20/2012 - 04/12/2013
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CARMEL IN)
IN
12/17/2007 - 04/09/2008
CHARLES SCHWAB & CO., INC. (FISHERS (INDIANAPOLIS) IN)
IN
07/12/2007 - 12/07/2007
ONEAMERICA SECURITIES, INC. (INDIANAPOLIS IN)
BOTH
Issued 08/31/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/18/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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