Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eugen? Claim Your ProfileEugen Trifan is a financial advisor with Valic Financial Advisors, Inc. Eugen has been in the industry since January 7, 2018. Eugen has a Series 7, Series 66 and SIE license. Eugen is registered in Oregon and Washington. Eugen has worked with a variety of firms including Equitable Advisors, LLC and Edward Jones. Eugen specializes in retirement planning, insurance and investments.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Recommend wrap accounts to clients
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.
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2
OR
08/23/2021 - Present
Valic Financial Advisors, Inc. (PORTLAND OR)
OR
04/16/2019 - 10/19/2020
EQUITABLE ADVISORS, LLC (PORTLAND OR)
OR
10/19/2017 - 03/20/2019
EDWARD JONES (PORTLAND OR)
BOTH
Issued 11/09/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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