Unclaimed
Morgan Faith Strange is an investment advisor representative with Mariner Wealth. Morgan is registered with the state of Indiana. Morgan has been in the industry since 2018 and holds a Series 65, Series 99 and SIE license. Morgan has previously worked with Triad Advisors LLC, Martin Financial Group and MARINER WEALTH ADVISOR.
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
06/11/2021 - Present
Mariner Wealth (NEW ALBANY IN)
IN
08/31/2018 - 10/16/2018
TRIAD ADVISORS LLC (NEW ALBANY IN)
IA
Issued 06/11/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/2018
Series 99 - Operations Professional Examination
Active
Inactive
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