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Josi Lynn McConnell

Alliancebernstein LP

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About Josi Lynn McConnell

Josi Lynn McConnell is a registered representative with Alliance Bernstein. Josi is licensed to provide investment advice in Alabama, Florida, Georgia, and Tennessee. Josi has been in the securities industry since August 2022. Prior to joining Alliance Bernstein, Josi was employed at PGIM Investments in Newark, New Jersey. Josi holds Series 66, Series 7TO, and SIE licenses. Josi specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.

Firm Information

Josi McConnell is currently registered with Alliancebernstein LP. AllianceBernstein LP is a leading global investment management firm with over $651.48 billion in regulatory assets under management. The firm provides a range of advisory services, including portfolio management for individuals, businesses, and investment companies. Their client base includes high-net-worth individuals, insurance companies, investment companies, charitable organizations, and state or municipal government entities. The firm is headquartered in Nashville, TN.
Alliancebernstein LP

501 COMMERCE STREET

NASHVILLE, TN 37203

$651.48B

Assets Under Management

19

Total Clients

447

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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asset allocation

Asset allocation

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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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Josi McConnell’s Registration & Firm History

TN

10/11/2023 - Present

Alliancebernstein LP (Nashville TN)

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Licenses & Designations

BOTH

Issued 10/11/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/23/2023

Series 7TO - General Securities Representative Examination

BC

Issued 03/17/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Josi Lynn McConnell.
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