Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joaquin? Claim Your ProfileJoaquin Dulitzky is a registered representative with Alliancebernstein LP, a firm with over 651 billion in assets under management. Joaquin has been in the industry since 2002 and holds a Series 7, 31, and 66 license. Joaquin has experience in portfolio management and financial planning for various client types including 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
TN
01/04/2021 - Present
Alliancebernstein LP (NASHVILLE TN)
CO
05/02/2002 - 09/30/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DENVER CO)
NY
08/19/1997 - 05/18/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 06/29/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/23/2020
Series 7TO - General Securities Representative Examination
BC
Issued 11/17/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 07/26/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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