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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephanie? Claim Your ProfileStephanie Leann Manning is a financial advisor with over 19 years of experience. Stephanie is currently registered with Mariner Wealth, and is a Senior Relationship Manager. Stephanie is also registered with MSEC, LLC. Stephanie has experience in both the investment advisory and brokerage fields. Stephanie is a Certified Financial Planner and holds the Series 66, Series 24, Series 10, Series 9 and Series 7 licenses. Stephanie specializes in working with high-net-worth individuals, corporations, charitable organizations, insurance companies, banking and thrift institutions, pension and profit-sharing plans and pooled investment vehicles. Stephanie's focus is to provide comprehensive financial planning services and portfolio management.
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
KS
05/30/2011 - Present
Mariner Wealth (OVERLAND PARK KS)
KS
05/11/2006 - 11/09/2011
PURSHE KAPLAN STERLING INVESTMENTS (LEAWOOD KS)
KS
07/05/2011 - 07/08/2011
MONTAGE SECURITIES, LLC (OVERLAND PARK KS)
KS
05/13/2003 - 06/01/2006
A. G. EDWARDS & SONS, INC. (OVERLAND PARK KS)
BOTH
Issued 05/23/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/25/2006
Series 24 - General Securities Principal Examination
BC
Issued 12/20/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/23/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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