Unclaimed
Amanda Dunne is a Registered Representative and Investment Advisor Representative with Alliancebernstein LP. Amanda has been in the securities industry since 2008. Amanda has a Series 66 license and is currently registered in New Jersey and New York. Amanda has previously worked at AXA Advisors, LLC, Morgan Stanley Smith Barney, and Citigroup Global Markets Inc.
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
05/31/2013 - Present
Alliancebernstein LP (NEW YORK NY)
NY
07/12/2010 - 04/04/2013
AXA ADVISORS, LLC (NEW YORK NY)
NY
06/01/2009 - 06/11/2010
MORGAN STANLEY SMITH BARNEY (MELVILLE NY)
NY
06/24/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (MELVILLE NY)
BOTH
Issued 09/08/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/12/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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