Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samuel? Claim Your ProfileSamuel Heiden Eisner is a financial advisor with over 13 years of experience in the industry. Samuel is currently registered with Citigroup Global Markets Inc. and has previously worked with Goldman Sachs & Co. LLC, William Blair & Company L.L.C., and Sterne, Agee & Leach, Inc. Samuel holds several licenses including Series 63, SIE, Series 79, Series 87, Series 86, and Series 7. Samuel is registered with the state of New York and with multiple other states. Samuel is an experienced financial advisor who can provide a wide range of services to individual and corporate clients.
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.
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 advice
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
NY
04/23/2021 - Present
Citigroup Global Markets Inc. (NEW YORK NY)
NY
03/13/2013 - 01/22/2021
GOLDMAN SACHS & CO. LLC (NEW YORK NY)
NY
04/27/2011 - 03/08/2013
WILLIAM BLAIR & COMPANY L.L.C. (NEW YORK NY)
NY
09/19/2008 - 04/18/2011
STERNE, AGEE & LEACH, INC. (NEW YORK NY)
BC
Issued 10/17/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/2018
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 04/03/2009
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 03/27/2009
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 09/18/2008
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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