Unclaimed
John McLaughlin is a registered Investment Advisor Representative and Securities Representative with Alliancebernstein LP. John is based in New York, NY and has been in the financial services industry since March 2006. John has passed the Series 63, Series 7 and SIE exams. John's registration is active in New York. John's current firm, Alliancebernstein LP, is a registered Investment Advisor. The firm's main office is in Nashville, TN. The firm has approximately $651,482,000,000 in regulatory assets under management, and more than $50 billion in total assets under management. The firm offers a variety of services, including financial planning, portfolio management, and investment research. John's experience and qualifications suggest that John is a highly qualified financial advisor. John's past employment includes Sanford C. Bernstein & Co., LLC in New York, NY. John also holds the Chartered Financial Analyst (CFA) designation. John's areas of expertise include Asset Allocation. John also indicates experience in the following areas: Portfolio Management For Individuals, Portfolio Management For Businesses, Portfolio Management For Investment Companies, 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.
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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NY
11/28/2023 - Present
Alliancebernstein LP (NEW YORK NY)
BC
Issued 04/25/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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