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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Guerrero is a financial advisor with Mariner Wealth. Michael has been in the financial services industry for over 19 years. Michael is a Certified Financial Planner and has passed multiple industry exams, including the Series 7, 9, 10, 24, 63, and 66. Michael is currently registered with the state of California. Michael has experience working with a variety of clients, including individuals, families, businesses, and institutions.
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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CA
06/04/2018 - Present
Mariner Wealth (SAN DIEGO CA)
CA
06/04/2018 - 03/13/2023
MSEC, LLC (SAN DIEGO CA)
CA
03/16/2018 - 05/30/2018
LPL FINANCIAL LLC (SAN DIEGO CA)
CA
12/08/2010 - 03/23/2017
FIDELITY BROKERAGE SERVICES LLC (SAN DIEGO CA)
CA
07/12/2010 - 11/02/2010
CHRYSALIS CAPITAL GROUP, LLC (SAN FRANCISCO CA)
CA
11/02/2009 - 07/13/2010
CHASE INVESTMENT SERVICES CORP. (SAN FRANCISCO CA)
CA
04/21/2008 - 02/12/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LONG BEACH CA)
CA
01/19/2005 - 12/31/2007
TRANSAMERICA FINANCIAL ADVISORS, INC. (EL CAJON CA)
CA
07/31/2004 - 01/14/2005
WM FINANCIAL SERVICES, INC. (IRVINE CA)
MO
03/09/2004 - 05/07/2004
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 04/30/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/11/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/24/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/17/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/27/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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