Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jody? Claim Your ProfileJody Eisenman is a financial professional with over 38 years of experience in the industry. Jody is currently registered with Kingswood Capital Partners, LLC. Jody has a wide range of experience in the financial services industry, having held positions at several firms, including Benchmark Investments, LLC, Newbridge Securities Corporation, Legend Securities, Inc., PHD Capital, Oppenheimer & Co., Inc., Lehman Brothers Inc., and Lehman Brothers Kuhn Loeb Incorporated. Jody holds the Series 3, 4, 7, 24, 63, 65, 79TO, 99TO, and SIE licenses. Jody is currently registered in California, Florida, New Jersey, New York, and Texas.
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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2
NY
08/31/2022 - Present
Kingswood Capital Partners, LLC (New York NY)
NY
02/23/2019 - 05/19/2023
BENCHMARK INVESTMENTS, LLC (New York NY)
NY
10/10/2016 - 02/21/2019
NEWBRIDGE SECURITIES CORPORATION (NEW YORK NY)
NY
09/17/2012 - 10/06/2016
LEGEND SECURITIES, INC. (NEW YORK NY)
NY
05/01/1996 - 10/11/2012
PHD CAPITAL (NEW YORK NY)
NY
02/16/1994 - 05/02/1996
OPPENHEIMER & CO., INC. (NEW YORK NY)
NY
06/27/1984 - 01/07/1994
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
06/04/1984 - 06/27/1984
LEHMAN BROTHERS KUHN LOEB INCORPORATED
IA
Issued 04/18/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/26/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/30/1997
Series 4 - Registered Options Principal Examination
BC
Issued 12/01/1995
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional 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 07/30/1984
Series 3 - National Commodity Futures Examination
BC
Issued 05/21/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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