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Joel Harvey Krasner

Bernstein Institutional Services LLC

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About Joel Harvey Krasner

Joel Krasner is a financial professional with over 40 years of experience in the industry. Joel currently works at Bernstein Institutional Services LLC, specializing in portfolio management for both individuals and institutions. Joel is a registered principal and holds several licenses, including Series 3, 4, 7, 16, 18, 24, 53, 57, 99, and SIE. Joel has held previous positions with SG Americas Securities, LLC, RBC Capital Markets Corporation, Prime Executions, Inc., BANC OF AMERICA SECURITIES LLC, DEUTSCHE BANK SECURITIES INC., First Albany Corporation, Southcoast Capital Corporation, Fahnestock & Co., Inc., L. F. Rothschild & Co. Incorporated, Dean Witter Reynolds Inc., Lehman Brothers Kuhn Loeb Incorporated, and Andresen & Co..

Firm Information

Joel Krasner is currently registered with Bernstein Institutional Services LLC. Bernstein Institutional Services LLC is a Limited Liability Company registered with the SEC and in all 50 states, plus Puerto Rico and the Virgin Islands. The firm was formed on October 15, 2021, and has 227 registered representatives and 85 investment advisory functions. Bernstein Institutional Services LLC provides educational seminars and publishes periodicals, and offers a range of advisory services.
Bernstein Institutional Services LLC

245 PARK AVE

NEW YORK, NY 10167

Not reported

Assets Under Management

Not reported

Total Clients

152

Total Financial Advisors

Services Offered

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.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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Joel Krasner’s Registration & Firm History

NY

03/22/2024 - Present

Bernstein Institutional Services LLC (NEW YORK NY)

NY

05/03/2005 - 12/18/2006

RBC CAPITAL MARKETS CORPORATION (NEW YORK NY)

NY

03/03/2005 - 04/29/2005

PRIME EXECUTIONS, INC. (NEW YORK NY)

NY

04/06/2004 - 01/21/2005

BANC OF AMERICA SECURITIES LLC (NEW YORK NY)

NY

04/24/2001 - 03/29/2004

DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)

NY

04/02/1997 - 12/18/2000

FIRST ALBANY CORPORATION (NEW YORK NY)

TX

09/24/1990 - 04/07/1997

SOUTHCOAST CAPITAL CORPORATION (AUSTIN TX)

NY

09/12/1989 - 01/10/1991

FAHNESTOCK & CO., INC. (NEW YORK NY)

NA

01/24/1989 - 06/05/1989

L. F. ROTHSCHILD & CO. INCORPORATED

NA

05/28/1987 - 06/05/1989

L. F. ROTHSCHILD & CO. INCORPORATED

NA

01/16/1984 - 07/22/1987

DEAN WITTER REYNOLDS INC.

NA

09/01/1978 - 12/22/1983

LEHMAN BROTHERS KUHN LOEB INCORPORATED

NA

06/26/1972 - 11/11/1972

ANDRESEN & CO.

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Licenses & Designations

BC

Issued 07/14/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/10/2014

Series 4 - Registered Options Principal Examination

BC

Issued 06/21/2005

Series 24 - General Securities Principal Examination

BC

Issued 06/23/1994

Series 53 - Municipal Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 01/02/2023

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/29/2016

Series 3 - National Commodity Futures Examination

BC

Issued 10/01/1983

Series 16 - NYSE Supervisory Analyst Examination

BC

Issued 08/24/1978

Series 18 - Securities Industry Rules and Regulations Examination

BC

Issued 08/02/1978

PC - AMEX Put and Call Exam

BC

Issued 06/22/1972

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

B

BOX Exchange LLC

C

Cboe BYX Exchange, Inc.

C

Cboe BZX Exchange, Inc.

C

Cboe C2 Exchange, Inc.

C

Cboe EDGA Exchange, Inc.

C

Cboe EDGX Exchange, Inc.

C

Cboe Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

L

Long-Term Stock Exchange, Inc.

M

MEMX LLC

M

MIAX PEARL, LLC

N

NYSE American LLC

N

NYSE Arca, Inc.

N

NYSE Chicago, Inc.

N

NYSE National, Inc.

N

Nasdaq BX, Inc.

N

Nasdaq GEMX, LLC

N

Nasdaq ISE, LLC

N

Nasdaq MRX, LLC

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Joel Harvey Krasner.
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