Unclaimed
Alan Feld is a registered investment advisor who has been working in the financial services industry since 1987. Alan is currently employed by Alliancebernstein LP and has been with them since 2000. Before joining Alliancebernstein LP, Alan was employed by Sanford C. Bernstein & Co., Inc. Alan holds a variety of licenses and certifications including Series 63, Series 65, Series 7, Series 8, Series 9, Series 10, and Series 31. Alan's licenses allow him to provide services such as portfolio management for individuals, businesses, and investment companies.
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
NY
11/20/2013 - Present
Alliancebernstein LP (NEW YORK NY)
NY
06/27/1987 - 12/07/2000
SANFORD C. BERNSTEIN & CO., INC. (NEW YORK NY)
IA
Issued 04/03/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/06/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/30/1993
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/25/1994
Series 31 - Futures Managed Funds Examination
BC
Issued 06/22/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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