Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jordan? Claim Your ProfileJordan Eisenberg is a financial advisor at Morgan Stanley with over 20 years of experience in the financial services industry. Jordan is registered to provide investment advice in 50 states and the District of Columbia. Jordan is a registered representative with FINRA and a registered investment advisor representative with the state of New York. Prior to joining Morgan Stanley, Jordan worked at Citigroup Global Markets Inc. and Bear, Stearns & Co. Inc. Jordan offers a wide range of financial services to individual, corporate, and institutional clients. Jordan is committed to providing clients with personalized financial advice and investment solutions tailored to their specific needs and goals.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
05/15/2020 - Present
Morgan Stanley (New York NY)
NY
05/23/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
07/01/2002 - 05/30/2008
BEAR, STEARNS & CO. INC. (NEW YORK NY)
IA
Issued 07/30/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/12/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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