Unclaimed
Jordan Brake is a registered representative with Sanford C. Bernstein & Co., LLC and has been active in the financial services industry since March 2022. Jordan is registered with the state of Georgia and holds the Series 7TO, SIE, and Series 63 licenses. Jordan's firm provides investment advice and portfolio management services 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
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2
GA
03/04/2022 - Present
Sanford C. Bernstein & CO., LLC (ATLANTA GA)
BC
Issued 04/18/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/04/2022
Series 7TO - General Securities Representative Examination
BC
Issued 01/09/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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