Unclaimed
Michael Eisner is an active investment advisor representative who has been in the industry since 1999. Michael is currently registered with MML Investors Services, LLC and is located in Hauppauge, NY. Michael Eisner has prior experience with firms like PARK AVENUE SECURITIES LLC, AXA ADVISORS, LLC, TRILLIUM TRADING LLC, HEARTLAND SECURITIES CORP., DATEK ONLINE BROKERAGE SERVICES CORP. and DATEK SECURITIES CORP.. Michael Eisner holds a Series 63, Series 66, Series 24, Series 55, Series 7 and SIE licenses. Michael Eisner offers financial planning, insurance, investments, and asset allocation programs. Michael Eisner works with clients who are high net worth individuals, insurance companies, charitable organizations, pension and profit sharing plans, corporations, and individuals.
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.
Asset allocation programs
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.
Solicitors fees
1
2
NY
06/14/2021 - Present
MML Investors Services, LLC (Hauppauge NY)
NY
01/04/2016 - 03/17/2016
PARK AVENUE SECURITIES LLC (Hauppauge NY)
NY
02/01/2006 - 10/20/2015
AXA ADVISORS, LLC (WOODBURY NY)
NY
06/05/2003 - 12/31/2003
TRILLIUM TRADING LLC (NEW YORK NY)
NJ
04/20/1998 - 06/09/2003
HEARTLAND SECURITIES CORP. (EDISON NJ)
NE
07/31/1997 - 05/01/1998
DATEK ONLINE BROKERAGE SERVICES CORP. (OMAHA NE)
NE
06/14/1996 - 07/10/1996
DATEK SECURITIES CORP. (OMAHA NE)
BOTH
Issued 06/23/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/15/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/25/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 06/13/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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