Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marla? Claim Your ProfileMarla K Schroeder is a registered investment advisor representative at Contravisory Investment Management, Inc., where she is registered in California. Marla has been working in the financial industry since 2015 and has experience working with clients including individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and pooled investment vehicles. Marla specializes in providing investment advice to individuals and families, helping them plan for their financial future.
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.
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.
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.
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CA
01/31/2025 - Present
Contravisory Investment Management, Inc. (MOraga CA)
Active
Inactive
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