Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eugena? Claim Your ProfileEugena Wallis is a financial advisor with over 30 years of experience in the industry. Eugena is currently registered as an Investment Advisor Representative with Baybridge Capital Group, LLC, a firm located in Pleasanton, California. Eugena has also worked with LPL Financial LLC, Associated Securities Corp., FSC Securities Corporation, BA Investment Services, Inc. and Dean Witter Reynolds Inc. Eugena is licensed to provide investment advice in California and offers a variety of services including financial planning, pension consulting, and portfolio management for individuals and businesses. Eugena has worked with high-net-worth individuals as well as those with modest wealth, and has experience in both discretionary and non-discretionary accounts.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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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CA
12/08/2021 - Present
Baybridge Capital Group, LLC (PLEASANTON CA)
CA
09/08/2009 - 07/06/2021
LPL FINANCIAL LLC (PALO ALTO CA)
CA
12/02/2008 - 09/08/2009
ASSOCIATED SECURITIES CORP. (PALO ALTO CA)
CA
03/26/1999 - 12/04/2008
FSC SECURITIES CORPORATION (PALO ALTO CA)
CA
05/08/1991 - 01/05/1999
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
NY
02/24/1984 - 08/03/1989
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 05/27/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/08/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/1984
Series 7 - General Securities Representative Examination
Active
Inactive
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