Phillipe
Paret
Mariner Independent
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About this Advisor
Phillipe Paret is a financial advisor based in Hollywood, Florida, working with Mariner Independent. Phillipe has previously held positions at Nylife Securities LLC, New York Life Insurance Co, Fitness Minds, Mass Mutual Life Insurance Company, Mml Investors Services, LLC, Vim Global Advisors, LLC, Mariner Platform Solutions, and Imperio Wealth Advisors. Phillipe has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida. Currently, Phillipe is part of Mariner Independent, which operates out of Hollywood, Florida. The firm has 33 offices and 102 employees. The firm manages assets totaling $4.3 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. The fee structure at Mariner Independent includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Mariner Independent Brokerage Details
$4,345,628,317
102
8,802
$493,709
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
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
Fitness Minds
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 Independent
Warrenton, VA
Los Angeles, CA
Los Angeles, CA
Manhattan Beach, CA
Ramsey, NJ
Brookline, MA
Florham Park, NJ
Annapolis, MD
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