Phillipe
Paret
Mariner Platform Solutions
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About this Advisor
Phillipe Paret is a certified financial planner and chartered financial consultant based in Hollywood, Florida. Paret currently works for Mariner Platform Solutions. Their career trajectory has included roles at Nylife Securities LLC, New York Life Insurance Co, Fitness Minds, Target, Mass Mutual Life Insurance Company, Mml Investors Services, LLC, Vim Global Advisors, LLC, Mariner Platform Solutions and Imperio Wealth Advisors. Paret has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can serve investors in Florida. Mariner Platform Solutions is a registered investment business that has its headquarters in Leawood, KS. It has offices in 33 locations and a total of 75 financial advisors. It has $3 billion in assets between its 6,916 client accounts, placing it among the largest investment advisory firms in the country by assets under management. Of its 6,916 customer accounts, 37% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. The firm performs a wide assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Fees for financial management typically are based on which services the firm provides the client. However, fees charged by Mariner Platform Solutions can be comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Mariner Platform Solutions Brokerage Details
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$3,057,968,593
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
75
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6,916
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$442,159
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Phillipe Paret Work History
Phillipe has been registered as a financial advisor for 0 years.*
Mariner Platform Solutions
Imperio Wealth Advisors
Vim Global Advisors, LLC
Mass Mutual Life Insurance Company
Mml Investors Services, LLC
Nylife Securities LLC
New York Life Insurance Co
Target
Fitness Minds
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Phillipe Paret to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Mariner Platform Solutions
Athens, GA
East Greenwich, RI
Wimberley, TX
New York, NY
Bellingham, WA
Brookline, MA
Agoura Hills, CA
Stevens Point, WI
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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