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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sherri? Claim Your ProfileSherri Lynn Hazell is an Investment Advisor Representative and a Registered Representative at Mariner Wealth, located in Overland Park, Kansas. Sherri Hazell has been in the industry since June 2004. Her primary firm is Mariner Wealth, but she also has previous experience with firms like PURSHE KAPLAN STERLING INVESTMENTS and A. G. EDWARDS & SONS, INC. She has a wide range of specializations and offers several services to clients, including financial planning, pension consulting, educational seminars, portfolio management for businesses, and portfolio management for individuals. Sherri Hazell is a Chartered Financial Consultant and holds several licenses, including Series 7, Series 66, and SIE.
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
KS
05/15/2006 - Present
Mariner Wealth (OVERLAND PARK KS)
KS
05/12/2006 - 11/09/2011
PURSHE KAPLAN STERLING INVESTMENTS (LEAWOOD KS)
KS
07/05/2011 - 07/08/2011
MONTAGE SECURITIES, LLC (OVERLAND PARK KS)
KS
06/23/2004 - 06/01/2006
A. G. EDWARDS & SONS, INC. (OVERLAND PARK KS)
BOTH
Issued 02/23/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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