Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Mustin has been in the financial services industry since 2003. Kimberly is a registered representative with Alliancebernstein LP, a financial services firm with over $650 billion in assets under management. Kimberly's areas of expertise include Asset Allocation, Portfolio Management for Individuals, Businesses, Investment Companies and Pooled Investment Vehicles. Kimberly has a strong commitment to providing her clients with personalized financial advice and guidance.
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
10/10/2023 - Present
Alliancebernstein LP (NEW YORK NY)
NY
04/29/2014 - 06/13/2016
MBSC SECURITIES CORPORATION (NEW YORK NY)
NY
08/23/2010 - 02/14/2014
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)
NY
03/25/2009 - 08/10/2010
LEGG MASON INVESTOR SERVICES, LLC (NEW YORK NY)
NY
03/15/2002 - 03/20/2009
DWS INVESTMENTS DISTRIBUTORS, INC (NEW YORK NY)
NY
10/05/2007 - 05/12/2008
DEAM INVESTOR SERVICES, INC. (NEW YORK NY)
IA
Issued 09/11/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/19/2004
Series 24 - General Securities Principal Examination
BC
Issued 04/01/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/05/2017
Series 31 - Futures Managed Funds Examination
BC
Issued 03/28/2013
Series 32 - Limited Futures Exam-Regulation
BC
Issued 05/09/2008
Series 3 - National Commodity Futures Examination
BC
Issued 11/20/2003
Series 7 - General Securities Representative Examination
BC
Issued 10/01/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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