Unclaimed
Peter Turner is a registered investment advisor and broker-dealer representative with Alliancebernstein LP. Peter has been in the financial services industry since March 17, 1997. Peter is licensed in a number of states and holds several industry licenses including Series 7, 31 and 65. Peter has been with Alliancebernstein LP since 2000 and previously worked for Sanford C. Bernstein & Co., Inc. Peter specializes in portfolio management for individuals, businesses, pooled investment vehicles and investment companies.
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
CA
10/10/2023 - Present
Alliancebernstein LP (SAN FRANCISCO CA)
NY
03/18/1997 - 12/07/2000
SANFORD C. BERNSTEIN & CO., INC. (NEW YORK NY)
BC
Issued 04/16/1997
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/01/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 03/17/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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