Unclaimed
Ehud Eisenstein is a financial professional with over 18 years of experience in the industry. Ehud is currently registered with Needham & Company, LLC and is licensed in California, Illinois, Massachusetts, Minnesota, and New York. Ehud previously worked at Oscar Gruss & Son, Incorporated.
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.
Securities research
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.
Earned based on transactions or products sold.
Pursuant to csa agreements
1
2
NY
12/01/2009 - Present
Needham & Company, LLC (NEW YORK NY)
NY
03/18/2004 - 07/31/2008
OSCAR GRUSS & SON, INCORPORATED (NEW YORK NY)
BC
Issued 10/12/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/20/2012
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/2005
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 12/20/2004
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 03/17/2004
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE Arca, Inc.
N
Nasdaq Stock Market
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