Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sydney? Claim Your ProfileSydney Motes is an investment advisor representative at Mariner Wealth. Sydney has been in the industry since January 2007. Sydney is a Certified Financial Planner and has a Series 65 license. Sydney is registered with the state of Texas and has a current registration as an Investment Advisor Representative. The firm provides a variety of financial planning and advisory services to individuals, families, businesses, and institutions.
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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TX
01/02/2019 - Present
Mariner Wealth (HOUSTON TX)
IA
Issued 11/01/2004
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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