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Alan M. Eisenberg

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CRD#: 1315395
AE

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Alan Martin Eisenberg was a registered financial professional .

Alan is a previously registered financial professional and started their career in finance in 1985. Alan had worked at 8 firms and has passed the Series 63, SIE, Series 7, Series 3 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

February 6, 2014 - June 9, 2015

BEECH HILL SECURITIES, INC.

BD
CRD#: 24771
NEW YORK, NY
Past

September 14, 2006 - March 25, 2013

METCIRCLE SECURITIES LLC

BD
CRD#: 132690
NEW YORK, NY
Past

January 26, 2006 - September 5, 2006

FIRST UNION SECURITIES, INC.

BD
CRD#: 129502
SHELTON, CT
Past

December 6, 2005 - December 21, 2005

KIRLIN SECURITIES INC.

BD
CRD#: 21210
SYOSSET, NY
Past

January 13, 1992 - June 2, 1992

BANK AUSTRIA SECURITIES, INC.

BD
CRD#: 24028
NEW YORK, NY
Past

February 4, 1991 - April 16, 1991

BOSTON INTERNATIONAL GROUP SECURITIES CORPORATION

BD
CRD#: 14022
Past

May 22, 1987 - May 3, 1989

GOVERNMENT SECURITIES DEALERS

BD
CRD#: 18054
Past

March 19, 1985 - October 7, 1985

MARCUS SCHLOSS & CO., INC.

BD
CRD#: 6032

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 9/6/2005
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


BH
BEECH HILL SECURITIES, INC.
BEECH HILL SECURITIES, INC. | CANTOR, WEISS & FRIEDNER, INC. | CANTOR & WEISS, INC. | BH INDEPENDENT ADVISOR SOLUTIONS

CRD#: 24771 / SEC#: , 8-41389

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information


Main Address
880 3rd Avenue 16th Floor, New York, NY 10022-4730
Mailing Address
880 3rd Avenue 16th Floor, New York, NY 10022-4730
Phone number
(212) 350-7200
Established
New York since 05/12/1989
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (50 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
IANNUZZI, ADOLFO VINCENTCFO / CCO- MUTUAL FUNDS2874669
IANNUZZI, ADOLFO VINCENTCHIEF EXECUTIVE OFFICER2874669
IANNUZZI, ADOLFO VINCENTPRESIDENT2874669
IANNUZZI, ADOLFO VINCENTOWNER2874669
IANNUZZI, ADOLFO VINCENTCORP SECY2874669
CANTOR, PAUL SETHOWNER39844
CATANIA, FERDINANDO JRCCO - MUNICIPALS3263571
FIORINI, DONNA ANNEEXECUTIVE REPRESENTATIVE1289258
FIORINI, DONNA ANNECCO - GENERAL COMPLIANCE1289258

Disclosures


Regulatory Event6

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


BEECH HILL SECURITIES, INC.

CRD#: 24771

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