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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Eisner is a financial advisor at B. Riley Wealth Advisors, Inc., with over 4 years of experience in the industry. Zachary holds the Series 7, 66, and SIE licenses and is a Certified Financial Planner. Zachary specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, charitable organizations, and pension and profit-sharing plans. Zachary has worked for UBS Financial Services Inc., National Securities Corporation, and Atlantic Tax Service, PC. Zachary is registered to provide investment advice in 11 states, including Maryland, New York, and Texas.
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.
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
02/14/2022 - Present
B. Riley Wealth Advisors, Inc. (Freeport NY)
NY
02/04/2022 - 07/22/2022
NATIONAL SECURITIES CORPORATION (Freeport NY)
NY
10/21/2019 - 12/21/2021
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
BOTH
Issued 01/27/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/20/2019
Series 7TO - General Securities Representative Examination
BC
Issued 07/02/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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