Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Horacio? Claim Your ProfileHoracio John Woolcott is an Investment Advisor Representative at Alliancebernstein LP. Horacio has been in the industry for over 2 years and is licensed in Tennessee. Horacio holds the Series 66, Series 7TO, and SIE licenses. Horacio has experience working with insurance companies, investment companies, charitable organizations, high-net-worth individuals, other investment advisors, pooled investment vehicles, pension and profit-sharing plans, corporations or other businesses, state or municipal government entities, and sovereign wealth funds and foreign official institutions.
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
TN
08/03/2022 - Present
Alliancebernstein LP (NASHVILLE TN)
OH
02/18/2022 - 06/14/2022
NYLIFE SECURITIES LLC (COLUMBUS OH)
BOTH
Issued 05/13/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/18/2022
Series 7TO - General Securities Representative Examination
BC
Issued 11/13/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Horacio Woolcott is the right advisor for you? Invested Better is here to help.
