Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patricia? Claim Your ProfilePatricia Kummer is a financial advisor with Mariner Wealth Advisors. Patricia has been in the financial industry since 1985. Patricia has worked with a variety of clients, including individuals, families, businesses, and institutions. She is committed to providing her clients with personalized financial advice and guidance. Patricia has held previous roles at Mutual Securities, Inc., SagePoint Financial, Inc., SunAmerica Securities, Inc., Anchor National Financial Services, Inc., CCM Financial, Inc., and Calvert Securities Corporation. Patricia is a Certified Financial Planner™ professional and holds the Series 7, Series 24, Series 63 and Series 65 licenses.
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.
1
2
CO
03/16/2018 - Present
Mariner Wealth (Highlands Ranch CO)
CO
07/06/2009 - 01/12/2018
MUTUAL SECURITIES, INC. (HIGHLANDS RANCH CO)
CO
10/31/2005 - 07/08/2009
SAGEPOINT FINANCIAL, INC. (HIGHLANDS RANCH CO)
AZ
05/19/1992 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
NA
06/14/1988 - 05/19/1992
ANCHOR NATIONAL FINANCIAL SERVICES, INC.
NA
01/02/1987 - 05/12/1988
CCM FINANCIAL, INC.
NA
05/06/1985 - 12/09/1986
CALVERT SECURITIES CORPORATION
IA
Issued 09/28/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/21/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/18/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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