Unclaimed
Marc Eichberg is a financial advisor who has been in the industry since 1986. Marc is currently a Registered Investment Advisor with Ingham Retirement Group. He is active in the state of Florida. Marc Eichberg has experience at several firms and has worked with various types of clients including individuals, high-net-worth individuals, and retirement plans. Marc specializes in financial planning and asset management.
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.
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.
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.
1
2
NA
07/26/1991 - Present
Ingham Retirement Group ( )
FL
03/01/2013 - 03/02/2018
LPL FINANCIAL LLC (MIAMI FL)
FL
09/28/2004 - 03/04/2013
SENTINEL SECURITIES, INC. (MIAMI FL)
FL
04/09/1999 - 10/01/2004
DP ASSET MANAGEMENT, INC. (ORLANDO FL)
NA
03/18/1999 - 04/09/1999
DP ASSET MANAGEMENT, INC.
CA
05/09/1997 - 03/15/1999
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NY
07/31/1995 - 08/22/1995
NORTHEAST SECURITIES, INC. (MITCHELFIELD NY)
OH
06/18/1992 - 08/03/1995
VESTAX SECURITIES CORPORATION (HUDSON OH)
NA
04/24/1990 - 12/31/1991
EVENSKY, BROWN INVESTMENTS, INC.
NY
11/20/1989 - 02/13/1990
THE WOLPER ROSS CORPORATION (NEW YORK NY)
NA
02/04/1987 - 05/19/1988
LEVENSHON & COMPANY
NA
07/23/1986 - 11/26/1986
ANCHOR NATIONAL FINANCIAL SERVICES, INC.
BC
Issued 03/02/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/1986
Series 7 - General Securities Representative Examination
Active
Inactive
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