Unclaimed
Michael Abramson is a financial advisor with Mariner Wealth, located in Overland Park, Kansas. Michael has been in the industry since 2006 and holds the Series 65, Series 7, and SIE licenses. Michael has previous experience with PROEQUITIES, INC. in Omaha, Nebraska. Michael is also a partner in a CPA firm, Frankel Zacharia, LLC, where he provides accounting and tax 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.
Referral of prospective clients to mariner
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.
Iars are compensated for referrals
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2
KS
01/03/2018 - Present
Mariner Wealth (OVERLAND PARK KS)
NE
09/13/2012 - 10/23/2017
PROEQUITIES, INC. (OMAHA NE)
BC
Issued 10/04/2012
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/31/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/23/2017
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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