Unclaimed
David Eisner is a financial professional with over 50 years of experience in the industry. David is currently registered with MML Investors Services, LLC and is based out of the Hauppauge, NY branch office. Prior to this role, David was registered with AXA Advisors, LLC, MONY Securities Corporation, The Mutual Life Insurance Company of New York, and CIGNA Securities, Inc. David has a wide range of experience in the financial services industry and is committed to providing his clients with the highest level of service.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation programs
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.
Solicitors fees
1
2
NY
01/06/2020 - Present
MML Investors Services, LLC (Hauppauge NY)
NY
06/01/2005 - 02/07/2019
AXA ADVISORS, LLC (WOODBURY NY)
NY
12/24/1969 - 06/01/2005
MONY SECURITIES CORPORATION (NEW YORK NY)
NY
10/15/1969 - 10/15/1990
THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK (NEW YORK NY)
NA
10/24/1979 - 05/17/1984
CIGNA SECURITIES, INC.
BC
Issued 10/03/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/10/1969
Series 00 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/1969
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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