Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julia? Claim Your ProfileJulia Leahey is a registered representative with Sanford C. Bernstein & Co., LLC. Julia is licensed to provide investment advice and securities in New York. Julia has passed the Series 7TO, Series 63 and SIE exams, and has been in the industry since October 2019. Julia is located at the firm's New York office. The firm is a registered investment advisor with approximately $1 billion to $10 billion in assets under management and serves a variety 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.
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
NY
10/21/2019 - Present
Sanford C. Bernstein & CO., LLC (NEW YORK NY)
BC
Issued 11/11/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/21/2019
Series 7TO - General Securities Representative Examination
BC
Issued 08/30/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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