Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marc? Claim Your ProfileMarc Eisen is a financial advisor with over 10 years of experience in the industry. Marc is currently registered with PNC Investments in Sewell, NJ. Marc has also worked with other firms including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Philadelphia Investors, Ltd., Fulcrum Securities, LLC, CV Brokerage, Inc, Monadnock Capital Management, LP, Empire Options Corporation, and Trading Places Corp. Marc holds Series 7, Series 63, Series 66, and SIE licenses. Marc specializes in working with high-net-worth individuals, corporations or other businesses, pension and profit-sharing plans, and individuals other than high-net-worth.
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.
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.
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NJ
04/04/2019 - Present
PNC Investments (SEWELL NJ)
NJ
10/09/2017 - 03/05/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MOUNT LAUREL NJ)
PA
08/08/2014 - 12/08/2016
PHILADELPHIA INVESTORS, LTD. (PHILADELPHIA PA)
PA
01/07/2013 - 08/07/2014
FULCRUM SECURITIES, LLC (RADNOR PA)
NJ
05/01/2012 - 01/03/2013
CV BROKERAGE, INC (WILLIAMSTOWN NJ)
DE
11/02/2009 - 05/23/2011
MONADNOCK CAPITAL MANAGEMENT, LP (WILMINGTON DE)
PA
04/24/2008 - 01/06/2009
EMPIRE OPTIONS CORPORATION (PHILADELPHIA PA)
PA
04/17/2006 - 01/02/2009
TRADING PLACES CORP. (PHILADELPHIA PA)
BOTH
Issued 12/01/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/23/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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