Unclaimed
Kimchu Perrington is a Registered Investment Advisor with Alliancebernstein LP in San Antonio, Texas. Kimchu has been in the industry since 1999 and holds Series 6, 7, 26, 51, 63 and 65 licenses. Kimchu has worked at several firms including Sanford C. Bernstein & Co., LLC and Alliance Fund Distributors, Inc.. Kimchu specializes in various investment areas, including portfolio management for individuals, businesses, investment companies and pooled investment vehicles. Kimchu also offers financial planning services and publishes 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.
1
2
TX
08/17/2021 - Present
Alliancebernstein LP (San Antonio TX)
TX
03/31/2021 - 12/22/2022
SANFORD C. BERNSTEIN & CO., LLC (DALLAS TX)
IA
Issued 07/27/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/23/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/24/2009
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 12/01/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2006
Series 7 - General Securities Representative Examination
BC
Issued 09/17/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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