Unclaimed
Trishna Acharya is a registered representative with Sanford C. Bernstein & Co., LLC. Trishna holds the Series 7TO, Series 63 and SIE licenses and is registered in Pennsylvania. Trishna joined Sanford C. Bernstein & Co., LLC on October 12, 2020 and works out of the firm’s Philadelphia office.
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
PA
10/12/2020 - Present
Sanford C. Bernstein & CO., LLC (PHILADELPHIA PA)
BC
Issued 08/10/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/12/2020
Series 7TO - General Securities Representative Examination
BC
Issued 01/24/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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