Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marla? Claim Your ProfileMarla Bramall Sherrod is a financial advisor with over 19 years of experience in the industry. Marla currently works for &partners, a firm that manages over $1 billion in assets. &partners provides financial planning, portfolio management and other advisory services to a diverse group of clients, including individuals, families, and businesses. Prior to joining &partners, Marla worked for EDWARD JONES, a large financial services firm. Marla holds several professional designations including Certified Financial Planner and Chartered Financial Consultant. Marla is registered with the state of Texas as an investment advisor representative and a registered representative.
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.
Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Trans fee, service charges; 12b-1; money market trls; bdsp
1
2
TX
03/23/2024 - Present
&partners (Conroe TX)
TX
09/08/2004 - 03/28/2024
EDWARD JONES (MAGNOLIA TX)
BOTH
Issued 02/08/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/11/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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