Unclaimed
Nancy Mara Eiden is a financial advisor with over 30 years of experience in the industry. Nancy has held positions at various firms, including Salomon Brothers, Citigroup, and Leumi Investment Services. Nancy currently is a Registered Representative with LPL Financial LLC in Fort Lee, NJ. Nancy has a strong understanding of the financial markets and has a commitment to providing her clients with personalized financial advice. Nancy specializes in portfolio management, financial planning, and investment advisory services. Nancy is committed to helping her clients achieve their financial goals.
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 and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NJ
02/14/2018 - Present
LPL Financial LLC (FORT LEE NJ)
NJ
04/27/2015 - 02/14/2018
INVEST FINANCIAL CORPORATION (BASKING RIDGE NJ)
NY
05/03/2001 - 01/09/2014
LEUMI INVESTMENT SERVICES INC. (NEW YORK NY)
WI
05/08/1996 - 12/19/2000
INVEST FINANCIAL CORPORATION (APPLETON WI)
NY
02/01/1991 - 06/08/1995
S. B. CANTOR & CO., INC. (NEW YORK NY)
NA
12/24/1985 - 01/19/1989
CITICORP FINANCIAL SERVICES,INC.
NA
04/04/1983 - 12/12/1985
ADVEST, INC.
NA
11/18/1982 - 04/05/1983
DRESKIN & COMPANY INC.
NA
10/23/1982 - 11/11/1982
ROONEY, PACE INC.
NA
06/23/1981 - 12/11/1981
SALOMON BROTHERS
IA
Issued 05/21/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/22/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/27/2001
Series 24 - General Securities Principal Examination
BC
Issued 08/03/1988
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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