Unclaimed
John david George Stabenfeldt is a financial professional registered with Sanford C. Bernstein & Co., LLC and holds Series 7TO, Series 63, and SIE licenses. John david George Stabenfeldt has been in the industry since May 22, 2024, and is currently registered with the states of Colorado and New Mexico. John david George Stabenfeldt works with a range of clients including Insurance Companies, Charitable Organizations, High Net Worth Individuals, Pooled Investment Vehicles, Pension and Profit Sharing Plans, and State or Municipal Government Entities. The advisor's firm, Sanford C. Bernstein & Co., LLC, manages over $3.7 billion in assets for clients, and specializes in portfolio management for 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.
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
CO
05/23/2024 - Present
Sanford C. Bernstein & CO., LLC (DENVER CO)
BC
Issued 06/21/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/23/2024
Series 7TO - General Securities Representative Examination
BC
Issued 03/22/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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