Unclaimed
Andrew Walker is a registered representative with AllianceBernstein LP, with a branch office in Houston, Texas. Andrew has been in the industry since 2022, and has successfully passed the Series 7TO, SIE, and Series 66 exams. Andrew has a wide range of specializations, including Asset Allocation, Financial Planning, Portfolio Management for Businesses, Individuals, Investment Companies, and Pooled Investment Vehicles. Andrew's firm, AllianceBernstein LP, is a well-established firm with a strong reputation in the industry, and has been providing investment advisory services to clients since 1997.
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
TX
05/21/2022 - Present
Alliancebernstein LP (HOUSTON TX)
BOTH
Issued 05/20/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/05/2022
Series 7TO - General Securities Representative Examination
BC
Issued 04/07/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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