Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Milligan is a registered representative with Sanford C. Bernstein & Co., LLC. Kelly has been in the industry since March 2006. Kelly holds the Series 7, Series 31, and Series 63 licenses, as well as the SIE exam. Kelly is licensed in New Jersey and New York. Sanford C. Bernstein & Co., LLC is an investment advisory firm that provides services to individuals, pooled investment vehicles, insurance companies, charitable organizations, 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
1
2
NY
03/31/2006 - Present
Sanford C. Bernstein & CO., LLC (NEW YORK NY)
BC
Issued 04/20/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 03/30/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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