Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tami? Claim Your ProfileTami Ledger is an Investment Advisor Representative with Mariner Wealth. Tami has been in the financial industry for over 11 years, working with clients in Omaha, Nebraska, and Overland Park, Kansas. Tami is licensed to provide investment advisory services in Nebraska. Tami holds Series 7 and Series 66 licenses, as well as the Uniform Investment Adviser Law Examination. Tami is a member of ENGAGE, a non-profit organization promoting women's issues. Mariner Wealth provides a variety of advisory services, including financial planning, portfolio management for businesses and individuals, and pension consulting.
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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NE
06/29/2018 - Present
Mariner Wealth (OMAHA NE)
NE
03/29/2011 - 09/27/2012
SECURITIES SERVICE NETWORK, INC. (OMAHA NE)
NE
06/24/2010 - 12/07/2010
SECURIAN FINANCIAL SERVICES, INC. (OMAHA NE)
IA
Issued 12/02/2014
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 07/10/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/23/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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