Jeffrey EisenbergCRD Number: 4170404
Current Firm: Securawealth
Jeffrey Eisenberg (CRD# 4170404) is an Investment Advisor Representative working at Securawealth in Canton, OH and has over 22 years of experience in the finance industry.
Wells Fargo Clearing Services, LLC
Huntington Financial Advisors
Sagepoint Financial, Inc.
|Securawealth Investment Strategies||Canton, OH||May 2010 - Current||12|
|Kpmg||Pittsburgh, PA||Oct 2014 - Jul 2015||< 1|
|Office Of The Comptroller Of The Currency||Pittsburgh, PA||Aug 2013 - Aug 2014||1|
|Jpmorgan Chase & Company||Columbs, OH||Oct 2011 - Jun 2013||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2000|
|S65||NASAA Investment Advisors Law Examination||Oct 2000|
Total Assets Under Management13MILLIONS
Total Number of Accounts60ACCOUNTS
Average Account Value$214,354
- 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
- Educational seminars/workshops
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