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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Phillip? Claim Your ProfilePhillip Dinner is a registered investment advisor representative with Alliancebernstein LP. Phillip has been in the securities industry for over six years and holds the Series 7TO, Series 63 and Series 65 licenses. Phillip also holds registrations in 25 states. Phillip specializes in a variety of services including asset allocation, financial planning, publication of periodicals, and portfolio management for individuals, investment companies, and pooled investment vehicles. Previous to joining Alliancebernstein LP, Phillip worked at ALLIANCEBERNSTEIN INVESTMENTS, INC. in Nashville, TN. Phillip has experience working at several organizations, including Manhattanville College in Purchase, NY, and Sanford C. Bernstein in New York, NY.
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
05/02/2024 - Present
Alliancebernstein LP (NEW YORK NY)
TN
08/27/2020 - 02/11/2022
ALLIANCEBERNSTEIN INVESTMENTS, INC. (Nashville TN)
IA
Issued 01/26/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/16/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/27/2020
Series 7TO - General Securities Representative Examination
BC
Issued 03/16/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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