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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Martin? Claim Your ProfileMartin David Eisenstein is a financial advisor with RMR Wealth Builders, Inc. in Secaucus, NJ. Martin has been in the financial industry since 1998. He is a registered Investment Advisor Representative in New Jersey. Martin has Series 6, 63 and 65 securities licenses. Martin has a history of working at C. J. M. PLANNING CORP. and H.D. VEST INVESTMENT SECURITIES, INC. and has a varied background in legal and accounting services. He specializes in working with individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations or other businesses.
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.
Consulting engagement for specific purpose such as education funding, estate planning
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.
A percentage of the total value of assets under management is charged.
Insurance compensation
1
2
NJ
10/05/2022 - Present
RMR Wealth Builders, Inc. (Secaucus NJ)
NJ
01/30/2001 - 12/31/2002
C. J. M. PLANNING CORP. (POMPTON LAKES NJ)
TX
11/20/1998 - 12/22/1999
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
BC
Issued 08/03/2019
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/22/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/17/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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