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Sean D. Weiss

Mariner Independent

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About Sean D. Weiss

Sean Weiss is a financial advisor based in Miramar, FL. Sean Weiss works with individuals, families, and businesses. Sean Weiss is associated with Mariner Independent, a financial advisory firm based in Overland Park, KS. Sean Weiss provides a variety of financial services, including financial planning, portfolio management, and pension consulting.

Firm Information

Sean Weiss 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.

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financial planning services

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

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

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

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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.

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fixed fees

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

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percentage of assets

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

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Sean Weiss’s Registration & Firm History

FL

06/03/2024 - Present

Mariner Independent (Miramar FL)

FL

04/19/2022 - 06/05/2024

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FORT LAUDERDALE FL)

FL

12/02/2020 - 04/15/2022

J.P. MORGAN SECURITIES LLC (PEMBROKE PINES FL)

FL

03/31/2020 - 11/10/2020

PRUCO SECURITIES, LLC. (BOCA RATON FL)

FL

01/17/2018 - 03/25/2020

AXA ADVISORS, LLC (FT. LAUDERDALE FL)

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Licenses & Designations

BOTH

Issued 05/25/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/17/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Sean D. Weiss. Review regulatory record here.
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