Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Sansiveri is a registered representative and investment advisor representative with Alliancebernstein LP. Adam has been in the financial services industry since February 2011. Adam is registered in 26 states for broker-dealer services and 5 states for investment advisory services. Adam has a total of 1 state, 3 product and 2 principal exams. Adam has worked in the financial services industry since 2011. Adam has experience providing financial planning, portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Adam is also involved in asset allocation and the publication of periodicals.
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.
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.
Strategic management for diversified investment portfolios.
Asset allocation
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.
1
2
TN
10/31/2014 - Present
Alliancebernstein LP (Nashville TN)
BOTH
Issued 02/17/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/10/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/13/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/2013
Series 31 - Futures Managed Funds Examination
BC
Issued 02/09/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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