linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Rehan Chaudhry

Mariner Independent

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Rehan? Claim Your Profile

About Rehan Chaudhry

Rehan Chaudhry is a financial advisor with over a decade of experience in the industry. Rehan has worked for several prominent firms including J.P. Morgan Securities LLC, MBSC Securities Corporation, and now Mariner Independent. Rehan is a Registered Investment Advisor (RIA) and has held Series 63, Series 7, and Series 65 licenses. Rehan holds a specialization in financial planning, portfolio management, and pension consulting. Rehan currently serves individuals, high-net-worth individuals, corporations, and charitable organizations.

Firm Information

Rehan Chaudhry is currently registered with Mariner Independent. Mariner Independent is a financial advisor based in Overland Park, KS. With over 80 investment advisor representatives, the firm manages $4.35 billion in assets for individuals, corporations, and institutions. They provide financial planning, portfolio management, and pension consulting services.
Mariner Independent

5700 WEST 112TH STREET

OVERLAND PARK, KS 66211

$4.35B

Assets Under Management

41

Total Clients

79

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Rehan Chaudhry’s Registration & Firm History

CA

03/03/2022 - Present

Mariner Independent (VALLEY VILLAGE CA)

CA

10/15/2012 - 07/10/2015

MBSC SECURITIES CORPORATION (LOS ANGELES CA)

CA

10/01/2008 - 04/17/2012

J.P. MORGAN SECURITIES LLC (LOS ANGELES CA)

CA

11/02/2006 - 10/01/2008

J.P. MORGAN SECURITIES INC. (LOS ANGELES CA)

Not sure if Rehan Chaudhry is right for you?

Licenses & Designations

IA

Issued 12/29/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/08/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/10/2015

SIE - Securities Industry Essentials Examination

BC

Issued 11/01/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Rehan Chaudhry.
Not sure if Rehan Chaudhry is right for you?