Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kiana? Claim Your ProfileKiana Matisonn is a Registered Representative and Investment Advisor Representative with Alliancebernstein LP. Kiana joined Alliancebernstein LP in November 2020 and is registered to conduct business in 24 states. Kiana has a background in accounting and finance. Prior to joining Alliancebernstein LP, Kiana worked as an Associate at PricewaterhouseCoopers LLP and as an intern at Gerson, Preston, Robinson & Co. Kiana is committed to providing her clients with personalized financial advice and investment management services. Kiana holds the Series 63, Series 65, Series 7TO and SIE licenses. Kiana specializes in providing financial advice and investment management services to individuals, families, businesses, and institutions.
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
PA
03/13/2024 - Present
Alliancebernstein LP (PHILADELPHIA PA)
IA
Issued 02/26/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/24/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/18/2021
Series 7TO - General Securities Representative Examination
BC
Issued 01/22/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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