Alexander Eisenberg

Employer firm

Planmember Securities Corporation CRD 11869

$10.1B regulatory AUM 125 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers

Planmember Securities Corporation

6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2002-07-01

CA RA
APPROVED

Since 2002-07-01

Branch Locations

San Francisco, CA • United States

6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Planmember Securities	Carpinteria	CA	07/2000	Present
Self Employed	San Francisco	CA	01/2000	Present

07/2000 → Present

Planmember Securities

Carpinteria, CA
01/2000 → Present

Self Employed

San Francisco, CA

Other Businesses

ALEX EISENBERG; INSURANCE AGENT ;START DATE 1/2000; 2950 25TH AVE SAN FRANCISCO, CA 94132 ;FIXED INSURANCE PRODUCTS; NUM OF HRS/MTH DEVOTED TO THIS BUS:80 NUM OF HRS/MTH DEVOTED TO THIS BUS TRADING HOURS:80- IR

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2000-08-08

S63 Uniform Securities Agent State Law Examination

2000-08-08

Other Names

Alex Eisenberrg

View on SEC IAPD