Unclaimed
Zane Taylor is a registered representative with Sanford C. Bernstein & CO., LLC, a broker-dealer and investment advisor registered with the Securities and Exchange Commission (SEC). Zane has been in the securities industry since December 2021. Zane's current role is at the firm’s branch office in NEW YORK, NEW YORK. Zane is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 7TO, Series 63 and SIE licenses. Zane was previously registered with Independent Brokerage Solutions LLC.
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
05/04/2022 - Present
Sanford C. Bernstein & CO., LLC (NEW YORK NY)
NY
04/10/2021 - 08/30/2021
INDEPENDENT BROKERAGE SOLUTIONS LLC (New York NY)
BC
Issued 05/05/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/10/2021
Series 7TO - General Securities Representative Examination
BC
Issued 02/13/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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