Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Orion? Claim Your ProfileOrion Jeffrey Marx is a financial advisor at Mariner Wealth, a firm with over 700 investment advisor representatives and over 80 billion dollars in regulatory assets under management. Orion has been in the financial services industry since 1995 and holds the Series 6, 7, and 63 licenses. Orion also holds the SIE, and the designations of Certified Financial Planner and Chartered Financial Consultant. Orion is registered to offer financial advice in 27 states.
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
FL
12/03/2024 - Present
Mariner Wealth (Sarasota FL)
IN
08/08/1995 - 04/11/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
FL
03/21/1995 - 08/01/1995
EXECUTIVE SECURITIES, INC (SARASOTA FL)
BC
Issued 04/16/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/19/1997
Series 7 - General Securities Representative Examination
BC
Issued 03/20/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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