Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Storch is a financial advisor with over 20 years of experience in the financial services industry. Currently, Craig Storch is registered with Alliancebernstein LP as an investment advisor representative. Craig Storch also holds several licenses including Series 7, Series 10, Series 31, and Series 63. Previously, Craig Storch was affiliated with Sanford C. Bernstein & Co., Inc. and Dean Witter Reynolds Inc.
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
FL
11/14/2022 - Present
Alliancebernstein LP (Miami FL)
NY
06/22/1999 - 12/07/2000
SANFORD C. BERNSTEIN & CO., INC. (NEW YORK NY)
NY
06/22/1998 - 05/18/1999
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 11/14/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/01/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/15/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/15/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 06/18/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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