Unclaimed
Keith Andrew Purcell is a registered representative with Sanford C. Bernstein & CO., LLC. Keith has been in the financial services industry since 2000 and has extensive experience in investment management. Keith has passed the Series 7, Series 63, Series 99TO, Series 27 and SIE exams. Keith is registered in New York. Prior to joining Sanford C. Bernstein & CO., LLC, Keith worked for SANFORD C. BERNSTEIN & CO., INC. Keith has a long history with this firm.
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
1
2
NY
12/07/2000 - Present
Sanford C. Bernstein & CO., LLC (NEW YORK NY)
NY
09/12/2000 - 12/07/2000
SANFORD C. BERNSTEIN & CO., INC. (NEW YORK NY)
BC
Issued 10/30/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/20/2024
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/11/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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