Unclaimed
Marc Barry Eisenshtat is a financial professional with over 20 years of experience in the securities industry. Marc is registered with Northwestern Mutual Investment Services, LLC, and is licensed to provide investment advice and securities brokerage services. Marc has a strong track record of success in helping clients achieve their financial goals. Marc is committed to providing personalized service and building long-term relationships with his clients.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
NY
02/03/2003 - Present
Northwestern Mutual Investment Services, LLC (FARMINGDALE NY)
NY
12/14/2000 - 03/12/2001
CONTINENTAL BROKER-DEALER CORP. (CARLE PLACE NY)
NY
09/06/2000 - 12/15/2000
SANDGRAIN SECURITIES, INC. (GARDEN CITY NY)
NY
10/14/1999 - 08/31/2000
GLOBAL CAPITAL MARKETS, LLC (MELVILLE NY)
BC
Issued 11/10/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/2000
Series 7 - General Securities Representative Examination
BC
Issued 10/13/1999
Series 62 - Corporate Securities Limited Representative Examination
Active
Inactive
F
FINRA
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