Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bertrand? Claim Your ProfileBertrand Ginsberg is an active investment advisor representative with Alliancebernstein LP. Bertrand has been in the industry since 1995 and is registered in 26 states and territories. Bertrand has a Series 7, Series 31, Series 63, Series 65, and SIE license. Bertrand has worked at Alliancebernstein LP since 2000 and previously worked at SANFORD C. BERNSTEIN & CO., INC. Bertrand provides financial planning, asset allocation, and portfolio management services to individuals, businesses, and pooled investment vehicles.
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.
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CA
11/21/2013 - Present
Alliancebernstein LP (LOS ANGELES CA)
NY
01/17/1995 - 12/07/2000
SANFORD C. BERNSTEIN & CO., INC. (NEW YORK NY)
IA
Issued 12/12/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/12/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/1995
Series 31 - Futures Managed Funds Examination
BC
Issued 01/16/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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