Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Kuhn Lepak is a financial advisor with AllianceBernstein LP. Nicholas has been in the financial services industry since June 8, 2020. Nicholas is registered with FINRA and the state of Tennessee as an Investment Advisor Representative. Nicholas has passed the Series 7, SIE, and Series 66 exams. Nicholas is also registered as an investment advisor representative in 26 other states. Nicholas's previous experience includes working as a financial advisor at Sanford C. Bernstein & Co., LLC. Nicholas is also a registered representative in 26 states.
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
TN
08/25/2020 - Present
Alliancebernstein LP (Nashville TN)
TN
09/26/2022 - 12/22/2022
SANFORD C. BERNSTEIN & CO., LLC (Nashville TN)
BOTH
Issued 08/21/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/09/2020
Series 7TO - General Securities Representative Examination
BC
Issued 03/16/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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