Unclaimed
Harikrishna Ajaykumar Jani is a registered representative associated with Sanford C. Bernstein & Co., LLC. He is a Series 7TO and Series 63 licensed professional with over 1 year of experience in the financial industry. Harikrishna Jani is registered with the state of California. His firm is based in Nashville, Tennessee, and manages over $3.7 Billion in assets. Sanford C. Bernstein & Co., LLC, provides a wide range of services including portfolio management for pooled investment vehicles and has clients that include 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
CA
10/17/2023 - Present
Sanford C. Bernstein & CO., LLC (LOS ANGELES CA)
BC
Issued 11/06/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/16/2023
Series 7TO - General Securities Representative Examination
BC
Issued 07/22/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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