Unclaimed
Susanne Cenatiempo is a registered representative with Sanford C. Bernstein & Co., LLC, a firm with an approximate asset amount of $1 billion - $10 billion. Susanne has been in the industry since June 22, 2015, and has a Series 63, Series 7, and SIE license. Susanne specializes in providing investment advice to insurance companies, charitable organizations, high-net-worth individuals, pooled investment vehicles, pension and profit-sharing plans, and state or municipal government entities.
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
TX
06/23/2015 - Present
Sanford C. Bernstein & CO., LLC (HOUSTON TX)
BC
Issued 09/21/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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