Unclaimed
Lindsey Sarah Curtin is a registered representative with Alliancebernstein LP. Lindsey has been in the securities industry since June 4, 2017 and is licensed in several states including Tennessee, Florida, New York, Texas and Georgia. Lindsey is also a registered investment advisor. Lindsey holds the Series 7, Series 63, and Series 65 licenses and is certified by the SIE exam.
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
TN
04/06/2022 - Present
Alliancebernstein LP (NASHVILLE TN)
IA
Issued 03/29/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/06/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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