Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Marcell Lane is a financial advisor with over 27 years of experience. William has a Series 7, Series 31, Series 63, and Series 65 license. He is currently registered with Alliancebernstein LP in New York, NY, with a focus on portfolio management, financial planning, and asset allocation. William previously worked at Sanford C. Bernstein & Co., Inc. and Chemical Securities, Inc. His primary focus areas include providing investment advice to high-net-worth individuals, investment companies, corporations, charitable organizations, and 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset allocation
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.
1
2
NY
01/06/2016 - Present
Alliancebernstein LP (NEW YORK NY)
NY
10/26/1995 - 12/07/2000
SANFORD C. BERNSTEIN & CO., INC. (NEW YORK NY)
NY
06/07/1993 - 03/15/1995
CHEMICAL SECURITIES, INC. (NEW YORK NY)
IA
Issued 02/05/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/24/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 06/04/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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