Unclaimed
Livio Baricevic is a registered representative with Bernstein Institutional Services LLC. Livio has been in the financial services industry since 2018. Previously, Livio was employed by Sanford C. Bernstein & Co., LLC. Livio holds the Series 99 and SIE licenses. Bernstein Institutional Services LLC provides portfolio management for individuals and pooled investment vehicles, publishes periodicals, and offers educational seminars.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
1
2
NY
03/29/2024 - Present
Bernstein Institutional Services LLC (NEW YORK NY)
NY
03/31/2018 - 03/29/2024
SANFORD C. BERNSTEIN & CO., LLC (NEW YORK NY)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/2018
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
Not sure Livio Baricevic is the right advisor for you? Invested Better is here to help.