Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Helaine? Claim Your ProfileHelaine Teperman is a registered investment advisor representative with Alliancebernstein LP, a firm that manages over $50 billion in assets. Helaine is located in the New York, NY office of Alliancebernstein LP and has been in the financial services industry since 1984. Helaine holds Series 6, 7, 9, 10, 31, 63, and 65 licenses and is registered to offer investment advice in multiple states. Helaine specializes in asset allocation, portfolio management, and financial planning for individuals, businesses, pooled investment vehicles, and investment companies.
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
05/07/2021 - Present
Alliancebernstein LP (NEW YORK NY)
NY
08/30/1988 - 12/07/2000
SANFORD C. BERNSTEIN & CO., INC. (NEW YORK NY)
NA
09/20/1984 - 03/05/1987
SANFORD C. BERNSTEIN & CO., INC.
NA
10/01/1982 - 03/18/1983
FIRST INVESTORS CORPORATION
IA
Issued 10/25/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/28/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/18/1989
Series 4 - Registered Options Principal Examination
BC
Issued 08/11/1989
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 09/15/1984
Series 7 - General Securities Representative Examination
BC
Issued 09/29/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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