Unclaimed
Arnim Holzer is an investment advisor representative with EAB Investment Group, LLC and is registered to provide investment advisory services in Pennsylvania. Arnim Holzer is a seasoned professional with extensive experience in the financial industry. Arnim Holzer has held previous positions at several firms including Guggenheim Securities, LLC, SRT Securities LLC, and Financial Network Investment Corporation. Arnim Holzer's professional experience spans more than two decades, starting with a role at Deltec Asset Management Corporation in 1997. Arnim Holzer has successfully completed the Series 63, 65, and 24 examinations, as well as the Series 7, 3, and SIE examinations.
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.
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.
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2
PA
02/03/2023 - Present
EAB Investment Group, LLC (BALA CYNWYD PA)
NY
11/30/2020 - 09/18/2023
GUGGENHEIM SECURITIES, LLC (NEW YORK NY)
MI
12/01/2016 - 09/29/2020
SRT SECURITIES LLC (BIRMINGHAM MI)
NJ
05/19/2011 - 01/11/2012
FINANCIAL NETWORK INVESTMENT CORPORATION (FLORHAM PARK NJ)
NY
01/01/2008 - 12/22/2009
IDB CAPITAL CORP. (NEW YORK NY)
NY
03/02/2004 - 12/31/2005
SCUDDER INVESTOR SERVICES, INC. (NEW YORK NY)
IL
12/20/2002 - 03/08/2004
SCUDDER DISTRIBUTORS, INC. (CHICAGO IL)
NY
03/22/2000 - 12/20/2002
SCUDDER INVESTOR SERVICES, INC. (NEW YORK NY)
NY
06/16/1997 - 01/13/2000
DELTEC ASSET MANAGEMENT CORPORATION (NEW YORK NY)
NY
01/11/1995 - 05/12/1997
NEUBERGER & BERMAN, LLC (NEW YORK NY)
BC
Issued 06/18/2021
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/16/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/13/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/2016
Series 7 - General Securities Representative Examination
BC
Issued 10/25/2004
Series 3 - National Commodity Futures Examination
Active
Inactive
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