Unclaimed
Austin Michael Gilbert is a registered representative in Tennessee. He has over 13 years of experience in the financial services industry. Austin is currently employed by Alliancebernstein LP in Nashville, TN and is registered with FINRA. Previously, Austin was registered with Putnam Retail Management Limited Partnership in Andover, MA. Austin holds the Series 6, 7, 63, and 65 licenses as well as the SIE exam.
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
04/23/2024 - Present
Alliancebernstein LP (Nashville TN)
MA
03/18/2011 - 04/15/2024
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (ANDOVER MA)
IA
Issued 01/12/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/28/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/2012
Series 7 - General Securities Representative Examination
BC
Issued 03/17/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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