Unclaimed
Alan Eisenberg is a financial advisor with Lazard Asset Management LLC. Alan is registered as an Investment Advisor Representative in Texas. Before working for Lazard Asset Management LLC, Alan has worked at GLOCAP FUNDING, LLC; MEESPIERSON INC. and MEESPIERSON INVESTMENT FINANCE (U.S.) INC. Alan has 51 state registrations and has passed the Series 66, Series 63, Series 30, Series 24, Series 31, Series 7 and Series 22 exams. Alan is also registered with FINRA.
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.
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.
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.
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
06/12/2021 - Present
Lazard Asset Management LLC (NEW YORK NY)
NY
12/09/2002 - 09/29/2004
GLOCAP FUNDING, LLC (NEW YORK NY)
NY
11/15/1993 - 04/11/1997
MEESPIERSON INC. (NEW YORK NY)
NA
01/21/1991 - 11/15/1993
MEESPIERSON INVESTMENT FINANCE (U.S.) INC.
BOTH
Issued 02/29/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/06/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/17/2015
Series 30 - NFA Branch Manager Examination
BC
Issued 10/22/2002
Series 24 - General Securities Principal Examination
BC
Issued 12/10/2020
Series 31 - Futures Managed Funds Examination
BC
Issued 09/23/2019
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/2013
Series 3 - National Commodity Futures Examination
BC
Issued 10/08/2002
Series 7 - General Securities Representative Examination
BC
Issued 01/18/1991
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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