Unclaimed
Harris John Mansell is a registered investment advisor representative associated with AllianceBernstein LP in Philadelphia, PA. Harris is a licensed broker-dealer with a Series 7, Series 31, and Series 63 license as well as the Securities Industry Essentials Examination. Harris is a registered Investment Advisor Representative with the Series 65 license. Harris has over 5 years of experience in the financial industry, and specializes in portfolio management for individuals, businesses, 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
PA
10/05/2021 - Present
Alliancebernstein LP (Philadelphia PA)
IA
Issued 05/30/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/16/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/25/2020
Series 31 - Futures Managed Funds Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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