Unclaimed
Shannon McKinnon is a registered representative with Sanford C. Bernstein & Co., LLC. Shannon holds the Series 63, Series 7TO, and SIE licenses and has been in the industry since March 2022. Shannon is registered in New York and specializes in providing financial advisory services to individuals and institutions.
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
03/03/2022 - Present
Sanford C. Bernstein & CO., LLC (NEW YORK NY)
BC
Issued 03/21/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/03/2022
Series 7TO - General Securities Representative Examination
BC
Issued 12/20/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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