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John Patrick Schmidt

Alliancebernstein Investments, Inc.

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About John Patrick Schmidt

John Patrick Schmidt is a financial advisor at Alliancebernstein Investments, Inc. with over 35 years of experience in the financial services industry. John Patrick Schmidt is registered to provide investment advisory services in Illinois and Michigan. John Patrick Schmidt has a wide range of experience in the financial services industry. John Patrick Schmidt has worked at several firms, including Sanford C. Bernstein & Co., LLC, State Street Research Investment Services, Inc., The Advisors Group, Inc., Merit Capital Corporation, Richard Roberts Securities, Inc., H. J. Tessier & Co., Inc., Clifton Financial Services, Inc., and First Investors Corporation. John Patrick Schmidt holds the Series 6, Series 7, Series 22, and SIE licenses. John Patrick Schmidt is a highly experienced and qualified financial advisor.

Firm Information

John Schmidt is currently registered with Alliancebernstein Investments, Inc.. Alliancebernstein Investments, Inc. is a Corporation that was formed on November 15, 1983. The firm is registered with the SEC and in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

197

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.

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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John Schmidt’s Registration & Firm History

NY

04/27/1998 - Present

Alliancebernstein Investments, Inc. (NEW YORK NY)

NY

03/05/2014 - 12/22/2022

SANFORD C. BERNSTEIN & CO., LLC (NEW YORK NY)

MA

04/10/1995 - 04/06/1998

STATE STREET RESEARCH INVESTMENT SERVICES, INC. (BOSTON MA)

MD

09/20/1988 - 04/06/1995

THE ADVISORS GROUP, INC. (BETHESDA MD)

IA

12/23/1987 - 09/07/1988

MERIT CAPITAL CORPORATION (DES MOINES IA)

NA

04/27/1987 - 12/08/1987

RICHARD ROBERTS SECURITIES, INC.

NA

12/11/1986 - 04/22/1987

H. J. TESSIER & CO., INC.

NA

09/03/1986 - 11/05/1986

CLIFTON FINANCIAL SERVICES, INC.

NA

07/25/1985 - 08/26/1986

DESIGN CAPITAL SECURITIES CORP.

NA

06/03/1986 - 07/08/1986

CLIFTON FINANCIAL SERVICES, INC.

NA

10/16/1984 - 06/26/1985

FIRST INVESTORS CORPORATION

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Licenses & Designations

BC

Issued 11/07/1984

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/25/1987

Series 7 - General Securities Representative Examination

BC

Issued 06/18/1985

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 10/11/1984

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John Patrick Schmidt.
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