Unclaimed
Renee Marie Bartunek is a financial professional with over 20 years of experience in the industry. Renee is currently registered with Sanford C. Bernstein & Co., LLC in New York, NY and is a General Securities Principal. Renee has also been a registered representative with AllianceBernstein Investments, Inc. and John Hancock Distributors LLC. Renee is a Series 24, Series 7TO, SIE, and Series 6 licensed professional.
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.
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.
See schedule d, miscellaneous
1
2
NY
12/14/2006 - Present
Sanford C. Bernstein & CO., LLC (NEW YORK NY)
NY
01/25/2006 - 12/31/2006
ALLIANCEBERNSTEIN INVESTMENTS, INC. (NEW YORK NY)
MA
08/05/2002 - 07/07/2005
JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)
BC
Issued 01/04/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/12/2022
Series 24 - General Securities Principal Examination
BC
Issued 08/12/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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