Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Joseph Eisenhardt is a financial advisor currently registered with Capital Client Group, Inc. Matthew has been in the financial industry since 1993. He holds licenses Series 6, 7, 24, 63, and 65. His previous employers include BlackRock Investments, LLC, DWS Investments Distributors, Inc, Dreyfus Service Corporation, First Union Brokerage Services, Inc., Marketing One Securities, Inc., Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company, Laughlin Group Advisors, Inc., T.H.E. Financial Group, LTD, and Planco Financial Services, Inc. Matthew specializes in working with individuals, businesses, and institutions.
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.
Recommending affiliate as investment adviser of sma assets
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.
As agreed upon in a manner that covers registrant's costs
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2
CA
06/05/2014 - Present
Capital Client Group, Inc. (LOS ANGELES CA)
NY
05/14/2010 - 06/03/2014
BLACKROCK INVESTMENTS, LLC (NEW YORK NY)
NY
06/07/2004 - 10/13/2009
DWS INVESTMENTS DISTRIBUTORS, INC (NEW YORK NY)
NY
09/29/1997 - 05/21/2004
DREYFUS SERVICE CORPORATION (NEW YORK NY)
NC
01/01/1996 - 04/03/1997
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
OR
04/10/1995 - 01/01/1996
MARKETING ONE SECURITIES, INC. (PORTLAND OR)
IN
10/13/1994 - 04/18/1995
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
10/13/1994 - 04/18/1995
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NE
06/17/1994 - 10/04/1994
LAUGHLIN GROUP ADVISORS, INC. (LINCOLN NE)
PA
06/24/1993 - 06/21/1994
T.H.E. FINANCIAL GROUP, LTD (MECHANICSBURG PA)
CT
06/21/1991 - 06/02/1992
PLANCO FINANCIAL SERVICES, INC. (HARTFORD CT)
IA
Issued 08/27/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/08/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/16/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/1995
Series 7 - General Securities Representative Examination
BC
Issued 06/20/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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