Unclaimed
Teddy McCullough is a registered representative with Sanford C. Bernstein & Co., LLC based in Denver, Colorado. Teddy is a Series 7, Series 63, and SIE licensed professional with experience in the financial services industry. Teddy is focused on providing financial advice and portfolio management services to clients, particularly those seeking to invest in pooled investment vehicles.
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
CO
12/09/2020 - Present
Sanford C. Bernstein & CO., LLC (DENVER CO)
BC
Issued 09/14/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/08/2020
Series 7TO - General Securities Representative Examination
BC
Issued 07/13/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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