Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brock? Claim Your ProfileBrock Weston Sherwood is a financial professional registered with Equitable Advisors, LLC, located in Amarillo, Texas. Brock has been in the financial industry since January 12, 2012. Prior to joining Equitable Advisors, LLC, Brock worked for Edward Jones in Canyon, Texas. Brock is licensed to provide financial advice in Texas, Oklahoma, and New Mexico. Brock's experience and expertise are focused on financial planning, portfolio management, and pension consulting. Brock offers services to individuals, businesses, and charitable organizations. Brock also provides educational seminars and services to help clients select other advisors as needed.
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.
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.
1
2
TX
06/17/2021 - Present
Equitable Advisors, LLC (AMARILLO TX)
TX
04/14/2011 - 09/16/2020
EDWARD JONES (CANYON TX)
BOTH
Issued 05/31/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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