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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samuel? Claim Your ProfileSamuel Heyman is a registered investment advisor representative with Alliancebernstein LP in New York, NY. Samuel Heyman has been working in the financial services industry since September 4, 2014. Samuel Heyman has been registered with Alliancebernstein LP since 2014. Samuel Heyman provides financial planning, publication of periodicals, selection of other advisors, portfolio management for businesses, portfolio management for individuals, portfolio management for investment companies, and portfolio management for pooled investment vehicles. Samuel Heyman is licensed to provide investment advisory services in the District of Columbia, Florida, New York, and Texas. Samuel Heyman is also a Certified Financial Planner.
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
03/11/2020 - Present
Alliancebernstein LP (NEW YORK NY)
IA
Issued 01/14/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/18/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/17/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/21/2019
Series 31 - Futures Managed Funds Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/05/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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