Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brent? Claim Your ProfileBrent Eugenides is a financial advisor currently registered with Avantax Advisory Services. Brent has been a financial professional since 1996 and has experience in various firms over the years, including Avantax Investment Services, Park Avenue Securities, MML Investors Services, and LPL Financial Corporation. Brent holds licenses including Series 7, Series 6, Series 63, and Series 65, as well as the SIE exam. Brent is also a Certified Financial Planner. Brent provides financial planning services, including retirement planning, college savings planning, and estate planning. Brent also offers portfolio management services for individuals and businesses. Brent is dedicated to helping clients achieve their financial goals.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
TX
03/04/2024 - Present
Avantax Advisory Services (DALLAS TX)
CT
08/28/2015 - 04/19/2023
AVANTAX INVESTMENT SERVICES, INC. (Monroe CT)
CT
01/30/2014 - 03/23/2015
PARK AVENUE SECURITIES LLC (MADISON CT)
RI
09/21/2010 - 02/01/2013
MML INVESTORS SERVICES, LLC (WARWICK RI)
CT
03/04/2008 - 10/11/2010
LPL FINANCIAL CORPORATION (NORTH HAVEN CT)
CT
09/17/2007 - 04/03/2008
H.D. VEST INVESTMENT SERVICES (GROTON CT)
CT
05/24/2005 - 09/12/2007
ALLSTATE FINANCIAL SERVICES, LLC (GROTON CT)
OH
02/09/2005 - 05/18/2005
WRP INVESTMENTS, INC. (YOUNGSTOWN OH)
OH
05/12/2004 - 12/31/2004
WRP INVESTMENTS, INC. (YOUNGSTOWN OH)
MA
02/14/2001 - 05/13/2004
MAIN STREET MANAGEMENT COMPANY (BOSTON MA)
MA
06/14/2000 - 03/02/2001
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
06/14/2000 - 03/02/2001
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
MA
05/25/1999 - 08/01/2000
MAIN STREET MANAGEMENT COMPANY (BOSTON MA)
MN
03/18/1999 - 06/07/1999
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
03/18/1999 - 06/07/1999
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
CT
12/22/1998 - 03/31/1999
HARVEST CAPITAL LLC (WETHERSFIELD CT)
IN
06/01/1998 - 10/01/1998
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
PA
02/03/1995 - 06/01/1998
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
IA
Issued 02/02/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/02/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/1999
Series 7 - General Securities Representative Examination
BC
Issued 02/02/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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