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Marlon Alexis Herrera

Cornerstone Planning Group

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About Marlon Alexis Herrera

Marlon Alexis Herrera is an active Investment Advisor Representative with Cornerstone Planning Group, an Investment Advisor based in FAIRFIELD, NJ. Marlon has been in the industry since 2016 and holds the Series 7, Series 66, and SIE licenses. Marlon has experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated and has held positions at Bank of America, N.A. and ADT LLC. Marlon has specializations in 1, 2, 3 and 6. Marlon currently is registered with the state of Florida. Marlon is a Certified Financial Planner. Cornerstone Planning Group provides financial planning services, portfolio management for individuals and businesses and educational seminars to high net worth individuals, individuals other than high net worth, corporations or other businesses and pension and profit-sharing plans.

Firm Information

Marlon Herrera is currently registered with Cornerstone Planning Group. Cornerstone Planning Group, located in Fairfield, NJ, is an investment advisor that manages approximately $523,309,849 in assets for individuals, corporations, pension plans, and charitable organizations. The firm offers financial planning, portfolio management, pension consulting, and educational seminars.
Cornerstone Planning Group

350 PASSAIC AVENUE

FAIRFIELD, NJ 07004

$523.31M

Assets Under Management

10

Total Clients

15

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Marlon Herrera’s Registration & Firm History

FL

09/27/2023 - Present

Cornerstone Planning Group (Jacksonville FL)

FL

12/01/2016 - 08/15/2023

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)

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Licenses & Designations

BOTH

Issued 01/12/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/01/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Marlon Alexis Herrera.
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