Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mari? Claim Your ProfileMari Eisenman is a financial advisor with J.P. Morgan Securities LLC. Mari has been in the financial services industry since 2009 and is registered with both FINRA and the SEC. Mari offers a range of financial services to individuals and businesses, including financial planning, pension consulting, and portfolio management. Mari is a Series 7 and Series 65 licensed professional. Mari holds licenses in the following states: Arizona, California, Colorado, Connecticut, Florida, Illinois, Maryland, Missouri, Nevada, New Hampshire, New York, North Carolina, Oregon, Texas, and Washington. Mari also worked with Bancwest Investment Services, Inc. from 2009 to 2015.
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.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
CA
01/21/2018 - Present
J.p. Morgan Securities LLC (SAN FRANCISCO CA)
CA
10/05/2009 - 12/28/2015
BANCWEST INVESTMENT SERVICES, INC. (EL CERRITO CA)
IA
Issued 06/02/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/30/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2009
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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