Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samuel? Claim Your ProfileSamuel Bernard Eisenberg is a registered representative with Ameriprise Financial Services, LLC. Samuel is a Registered Representative in the State of California and has been working in the financial services industry since 2021. Samuel has experience in financial planning, portfolio management, and asset allocation. Samuel can help you create a financial plan that will help you achieve your financial goals. Samuel has a Series 7TO, Series 66 and SIE licenses. Samuel works out of the Walnut Creek, CA office. Ameriprise Financial Services, LLC is a large financial services firm with a broad range of financial products and services. Ameriprise provides financial advice and investment management services to individuals, families, and 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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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2
CA
06/06/2022 - Present
Ameriprise Financial Services, LLC (WALNUT CREEK CA)
BOTH
Issued 05/18/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/24/2022
Series 7TO - General Securities Representative Examination
BC
Issued 11/21/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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