Unclaimed
Amir Khorami is a financial professional with over 20 years of experience in the financial services industry. Amir has worked with several firms including Sanford C. Bernstein & Co., LLC, Morgan Stanley, and Citigroup Global Markets Inc. Currently, Amir is registered as a Registered Representative with Alliancebernstein LP. Amir's areas of expertise include Asset Allocation, Financial Planning, Selection of other advisors, 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
06/18/2015 - Present
Alliancebernstein LP (NEW YORK NY)
NY
06/09/2015 - 12/16/2022
SANFORD C. BERNSTEIN & CO., LLC (NEW YORK NY)
NY
05/18/2011 - 06/12/2015
MORGAN STANLEY (PURCHASE NY)
NY
01/30/2001 - 05/18/2011
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BOTH
Issued 07/26/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/29/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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