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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Wiesenfeld is a registered investment advisor representative with AllianceBernstein LP. Jeffrey has been in the securities industry for over 20 years, with experience in both brokerage and investment advisory services. Jeffrey holds FINRA Series 7, 31 and 66 licenses. Jeffrey provides investment advisory services to individuals, businesses, pension and profit-sharing plans, corporations, trusts, charitable organizations, state or municipal government entities, sovereign wealth funds and foreign official institutions, 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.
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2
NY
10/17/2013 - Present
Alliancebernstein LP (NEW YORK NY)
NY
11/03/2000 - 12/07/2000
SANFORD C. BERNSTEIN & CO., INC. (NEW YORK NY)
BOTH
Issued 09/12/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/2000
Series 7 - General Securities Representative Examination
BC
Issued 08/11/2000
Series 31 - Futures Managed Funds Examination
Active
Inactive
F
FINRA
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