Unclaimed
Evelyn Vigistain is a financial professional with over 12 years of experience in the industry. Evelyn is currently registered with Alliancebernstein LP in Miami, Florida. Previously, Evelyn was registered with Bessemer Investor Services, Inc. Evelyn is a Series 63, 65, 7TO and 6TO licensed representative. Evelyn's specializations include asset allocation, financial planning, portfolio management for businesses, individuals, investment companies 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.
1
2
FL
10/09/2024 - Present
Alliancebernstein LP (MIAMI FL)
FL
02/24/2022 - 08/12/2024
BESSEMER INVESTOR SERVICES, INC. (MIAMI FL)
BC
Issued 02/27/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/17/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/09/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/23/2022
Series 7TO - General Securities Representative Examination
Active
Inactive
F
FINRA
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