Jeffrey Sindel Eisman
CFP®Professional Summary
Jeffrey Sindel Eisman, CFP® is a registered financial advisor currently at PLANNED FINANCIAL PROGRAMS, INC. located in Melville, New York. Jeffrey is registered as a RR (Registered Representative) and started their career in finance in 1985. Jeffrey has worked at 3 firms and has passed the Series 63, Series 99TO, SIE, Series 7 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures on record.
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Credentials
Years of Experience
41 years in the financial services industry
Current & Past Employments
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Current Firm
PLANNED FINANCIAL PROGRAMS | PLANNED FINANCIAL PROGRAMS, INC.
Contact Information
Main Address
734 Walt Whitman Road, Melville, NY 11747-2216Mailing Address
734 Walt Whitman Road, Melville, NY 11747-2216Phone Number
(631) 423-8800Established
New York since 08/05/1991Firm Type
CorporationFiscal Year End
DecemberFirm Size
SmallFINRA licenses (4 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| HOCK, ROBERT WALTER | PRESIDENT/ VP/CHIEF COMPLIANCE OFFICER/TREASURER | 1835457 |
Disclosures
Regulatory Event
1Similar Advisors
PARK AVENUE SECURITIES LLC
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AIMCDONNAUGH & CO. INC.
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(4/5/2004)
(5/24/2004)
(2/18/1998)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Jeffrey Sindel Eisman's CRS (Customer Relationship Summary).
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