Jeffrey Eisenberg (CRD# 4170404) is an Investment Advisor Representative working at Securawealth in Canton, OH and has over 23 years of experience in the finance industry.
CRD# 1349069
Mml Investors Services, LLC
CRD# 1070075
Lpl Financial LLC
CRD# 5881829
Northwestern Mutual Investment Services,llc
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Securawealth Investment Strategies | Canton, OH | May 2010 - Current | 13 |
| Kpmg | Pittsburgh, PA | Oct 2014 - Jul 2015 | < 1 |
| Office Of The Comptroller Of The Currency | Pittsburgh, PA | Aug 2013 - Aug 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2000 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2000 |
- NJ
- OH
-
Total Assets Under Management14MILLIONS
-
Total Number of Accounts63ACCOUNTS
-
Average Account Value$229,713
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
NJ, OH
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