Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marla? Claim Your ProfileMarla Vara is an investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Marla is a registered representative in 46 states and 2 territories. Marla has been in the securities industry since 1999. Marla specializes in providing investment advice to corporations or other businesses, high-net-worth individuals, individuals other than high-net-worth, pension and profit-sharing plans, and charitable organizations. Marla also provides performance measurement reports, allocation modeling, IPS, research reports and services, and other investment advisory services.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
NY
09/07/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
AZ
04/14/2021 - 06/15/2022
AMERIPRISE FINANCIAL SERVICES, LLC (Gilbert AZ)
WA
06/01/2016 - 03/25/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BELLEVUE WA)
WA
04/07/2011 - 08/25/2014
D.A. DAVIDSON & CO. (BELLEVUE WA)
WA
06/01/2009 - 04/19/2011
MORGAN STANLEY SMITH BARNEY (BELLEVUE WA)
WA
07/20/1999 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (BELLEVUE WA)
BOTH
Issued 03/30/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/13/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/1999
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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