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Alexander E

Series 63

San Francisco, CA

Planmember Securities Corporation

Alexander Eisenberg is a financial advisor with PlanMember Securities Corporation, holding a Series 63 designation and 26 years of industry experience. He has been with PlanMember Securities and self-employed since 2000. Eisenberg is also licensed as an insurance agent, involved in fixed insurance products. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, serving as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation approach and manages risk-based mutual fund portfolios, offering education and support services including seminars and personalized retirement planning.

Retirement plans for business owners (SEP, solo 401k) General retirement planning Retirement income strategy Founder/Business Owner
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