Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Isaac? Claim Your ProfileIsaac Haim Livni eide is a financial advisor who has been in the industry since 2020. Isaac is registered with Aegis Capital Corp. Isaac has two exams: the Investment Banking Registered Representative Examination and the Securities Industry Essentials Examination.
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.
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.
A percentage of the total value of assets under management is charged.
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2
NY
03/02/2020 - Present
Aegis Capital Corp. (NEW YORK NY)
BC
Issued 02/29/2020
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 09/30/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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