Unclaimed
Joanne Beatrice Magano is a registered representative with Sanford C. Bernstein & Co., LLC, and has been in the industry since August 26, 2024. Joanne has passed the General Securities Representative Examination (Series 7TO) and the Securities Industry Essentials Examination (SIE). Joanne is a specialist in pooled investment vehicles, and has experience working with a wide range of clients including 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
1
2
CA
08/27/2024 - Present
Sanford C. Bernstein & CO., LLC (LOS ANGELES CA)
BC
Issued 08/27/2024
Series 7TO - General Securities Representative Examination
BC
Issued 06/23/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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