Unclaimed
Roy Peter Janse is a financial advisor with over 20 years of experience in the industry. Roy is currently registered with Mariner Wealth, a firm headquartered in Overland Park, Kansas. Roy has a proven track record of success and specializes in providing financial planning, portfolio management, and other advisory services to individuals, businesses, and institutional clients. Prior to joining Mariner Wealth, Roy was affiliated with Commonwealth Financial Network and Ameriprise Financial Services, Inc.. Roy holds both Series 7 and Series 66 licenses and is a Certified Financial Planner.
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
SC
02/03/2023 - Present
Mariner Wealth (GREENVILLE SC)
SC
07/10/2009 - 02/02/2023
COMMONWEALTH FINANCIAL NETWORK (Greenville SC)
SC
10/02/2002 - 07/13/2009
AMERIPRISE FINANCIAL SERVICES, INC. (GREENVILLE SC)
MN
10/02/2002 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 10/15/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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