Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Robertson is a registered investment advisor representative with AllianceBernstein LP. Paul has been in the securities industry since 1999. Paul holds several industry certifications, including Series 3, 7, 63 and 65 licenses as well as the SIE exam. Paul specializes in advising insurance companies, investment companies, charitable organizations, high net worth individuals, other investment advisors, pooled investment vehicles, pension and profit-sharing plans, corporations or other businesses, state or municipal government entities, and sovereign wealth funds and foreign official institutions. Paul previously worked at 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
NY
05/07/2021 - Present
Alliancebernstein LP (NEW YORK NY)
NY
12/07/1999 - 12/07/2000
SANFORD C. BERNSTEIN & CO., INC. (NEW YORK NY)
IA
Issued 05/11/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/01/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/2004
Series 3 - National Commodity Futures Examination
BC
Issued 12/04/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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