Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shishir? Claim Your ProfileShishir Agrawal is a financial advisor with Sanford C. Bernstein & Co., LLC, a firm headquartered in Nashville, TN. Shishir is registered with FINRA and holds the Series 7 and Series 63 licenses, as well as the SIE exam. Shishir has been in the industry since August 2009. Previously, Shishir worked at BARCLAYS CAPITAL INC. The firm specializes in portfolio management for pooled investment vehicles and manages approximately $1 billion - $10 billion in assets.
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
09/02/2014 - Present
Sanford C. Bernstein & CO., LLC (NEW YORK NY)
NY
09/25/2007 - 10/05/2012
BARCLAYS CAPITAL INC. (NEW YORK NY)
BC
Issued 09/29/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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