Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michele? Claim Your ProfileMichele Ramos Walker is a financial advisor with Alliancebernstein LP in San Francisco, California. Michele has been in the financial industry since 2002. Michele is registered with the state of California as a Registered Investment Advisor and a Registered Representative. Michele has also passed the Series 63, Series 66, and Series 65 examinations. Prior to Alliancebernstein LP, Michele worked at Sanford C. Bernstein & Co., LLC and Sanford C. Bernstein & Co., Inc.
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
CA
10/13/2022 - Present
Alliancebernstein LP (San Francisco CA)
CA
12/07/2000 - 06/09/2016
SANFORD C. BERNSTEIN & CO., LLC (SAN FRANCISCO CA)
NY
03/26/1996 - 12/07/2000
SANFORD C. BERNSTEIN & CO., INC. (NEW YORK NY)
IA
Issued 10/08/2022
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 09/16/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/11/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/15/2023
Series 24 - General Securities Principal Examination
BC
Issued 02/19/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/05/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/28/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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