Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kim? Claim Your ProfileKim E. Isaacs Katz has been in the financial industry since June 20, 1990. Kim is currently registered as a Registered Representative with Alliancebernstein LP and has offices in New York, NY. Kim is also registered as an Investment Adviser Representative with Alliancebernstein LP in Florida, New York, and Texas. Previously, Kim was registered as a Registered Representative with SANFORD C. BERNSTEIN & CO., INC. from June 21, 1990, to December 7, 2000. Kim holds licenses for Series 63, Series 65, Series 7, and Series 31, as well as the SIE. Kim specializes in providing asset allocation, financial planning, portfolio management, and publication of periodicals.
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.
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2
NY
10/10/2023 - Present
Alliancebernstein LP (NEW YORK NY)
NY
06/21/1990 - 12/07/2000
SANFORD C. BERNSTEIN & CO., INC. (NEW YORK NY)
IA
Issued 09/03/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/23/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 06/16/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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