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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Harley? Claim Your ProfileHarley Jay Eisner is a financial advisor who is registered with the state of Arizona and Texas. Harley works for Edelman Financial Engines, a company that provides financial planning, investment management, and other services to individuals and businesses. Harley has been in the financial services industry since 1998, and holds the Series 63, Series 7, and Series 65 licenses. Harley has been working with clients in Arizona, and Texas. Harley is committed to helping clients achieve their financial goals, and offers a range of services, including financial planning, investment management, and retirement planning. Harley has experience working with a variety of clients, including high-net-worth individuals, businesses, and charitable organizations.
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.
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.
Set-up fees & related svcs; reimbursements for printed materials
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2
AZ
12/07/2023 - Present
Edelman Financial Engines (Phoenix AZ)
AZ
03/27/2009 - 01/10/2023
VOYA INVESTMENTS DISTRIBUTOR, LLC (SCOTTSDALE AZ)
AZ
09/08/2006 - 03/21/2007
AIG FINANCIAL ADVISORS, INC. (SCOTTSDALE AZ)
AZ
09/21/1998 - 09/06/2006
ING FUNDS DISTRIBUTOR, LLC (SCOTTSDALE AZ)
TX
03/27/1998 - 09/02/1998
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
IA
Issued 12/07/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/28/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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