Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donna? Claim Your ProfileDonna Joseph is a registered investment advisor representative with Alliancebernstein LP. Donna has been working in the financial industry since November 1997. She is licensed to provide investment advice in 28 states and has passed the Series 7, Series 31, Series 63, and Series 66 exams. Donna's previous employment included positions with SANFORD C. BERNSTEIN & CO., INC. and FRIEDMAN, BILLINGS, RAMSEY & CO., 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
NY
04/22/2015 - Present
Alliancebernstein LP (NEW YORK NY)
NY
05/03/1999 - 12/07/2000
SANFORD C. BERNSTEIN & CO., INC. (NEW YORK NY)
NA
04/07/1999 - 04/29/1999
SANFORD C. BERNSTEIN & CO., INC.
CA
11/17/1997 - 04/22/1999
FRIEDMAN, BILLINGS, RAMSEY & CO., INC. (LOS ANGELES CA)
BOTH
Issued 09/09/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/19/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 11/12/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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