Unclaimed
Donovan Taras is a financial advisor who is registered with both FINRA and the state of New York. Donovan works with clients of all sizes, including insurance companies, charitable organizations, high-net-worth individuals, and pooled investment vehicles. Donovan provides a variety of services, including portfolio management, financial planning, and market timing services. Donovan is affiliated with Sanford C. Bernstein & Co., LLC.
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
NY
10/05/2021 - Present
Sanford C. Bernstein & CO., LLC (NEW YORK NY)
BC
Issued 11/29/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/05/2021
Series 7TO - General Securities Representative Examination
BC
Issued 07/30/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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