Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Sindel Eisman is a financial advisor who has been active in the industry since 1985. He is currently registered with Planned Financial Programs, Inc. and is a Series 7, Series 24, Series 63, Series 99TO, and SIE licensed professional. Jeffrey has a proven track record of success in the financial services industry and is committed to providing his clients with the highest level of service and expertise.
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.
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.
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NY
02/18/1998 - Present
Planned Financial Programs, Inc. (MELVILLE NY)
IL
07/03/1991 - 03/09/1998
PMG SECURITIES CORPORATION (ELGIN IL)
CT
07/25/1985 - 06/20/1991
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
BC
Issued 08/02/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/29/2001
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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