Unclaimed
Christina Milkowski is a financial advisor with Sanford C. Bernstein & CO., LLC. Christina has been in the financial industry since May 25, 2013. Christina is registered to provide investment advice in Tennessee. Christina holds the Series 3, 7, 24, and 63 licenses, and also holds the SIE exam. Christina was previously employed at Goldman Sachs & Co. LLC, Christina specializes in providing investment advice to pooled investment vehicles, insurance companies, charitable organizations, high net worth individuals, pension and profit sharing plans, and state or municipal government entities.
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.
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.
See schedule d, miscellaneous
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2
TN
03/28/2022 - Present
Sanford C. Bernstein & CO., LLC (Nashville TN)
NY
11/22/2010 - 09/24/2019
GOLDMAN SACHS & CO. LLC (NEW YORK NY)
BC
Issued 01/18/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/13/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/2015
Series 3 - National Commodity Futures Examination
BC
Issued 11/19/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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