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Thelma Louise Pickering is a registered representative at Mariner Wealth. Thelma has over 20 years of experience in the financial services industry. Thelma is also a registered investment advisor and has passed the Uniform Investment Adviser Law Examination. Thelma has worked with clients of various types including individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations, insurance companies and banking or thrift institutions. Thelma specializes in providing financial planning and investment advice to clients. Thelma is committed to providing her clients with personalized service and helping them achieve their financial goals.
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
01/27/2025 - Present
Mariner Wealth (Omaha NE)
Active
Inactive
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