Unclaimed
Justin Chae is a financial advisor with Alliancebernstein LP, specializing in providing investment advice to individuals, businesses, investment companies, and pooled investment vehicles. Justin has been in the industry since 2020 and holds the Series 63, Series 7TO, and SIE licenses. Justin has a strong background in finance and education, having worked previously at Tradition Capital Management, Berkery Noyes, and Sanford C. Bernstein & Co., LLC. In addition to their role at Alliancebernstein, Justin has also worked at The Pingry School and Duke University.
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.
1
2
NY
02/07/2025 - Present
Alliancebernstein LP (New York NY)
BC
Issued 12/04/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/16/2020
Series 7TO - General Securities Representative Examination
BC
Issued 09/18/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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