Unclaimed
Taylor Winston Hindle is a financial advisor at Mariner Wealth, a firm based in Overland Park, KS. Taylor has been a financial advisor for over nine years and has experience with a variety of financial products and services. Taylor has a deep understanding of the financial markets and is committed to helping clients achieve their financial goals. Taylor holds a Series 7, Series 63, and Series 66 license and is a Certified Financial Planner.
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
CA
07/31/2023 - Present
Mariner Wealth (Carlsbad CA)
CA
06/25/2015 - 06/24/2020
FIDELITY BROKERAGE SERVICES LLC (SAN DIEGO CA)
NE
12/17/2014 - 06/22/2015
TD AMERITRADE, INC. (OMAHA NE)
BOTH
Issued 06/05/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/18/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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