Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eugene? Claim Your ProfileEugene Cheng is a financial advisor at Grove Point Advisors, LLC, with over 40 years of experience in the industry. Eugene has held positions with a number of firms including Cantella & Co., Inc., Commonwealth Financial Network, Wachovia Securities, LLC, Prudential Securities Incorporated, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Eugene holds Series 7, 63, 5, 15, PC, SIE, and 30 licenses. Eugene is registered to provide investment advice in California, Georgia, Louisiana, New York, Texas, and Virginia. In addition to his role at Grove Point Advisors, Eugene is also an insurance agent for Triad Global Asset Management, providing fixed and variable annuities and long-term care insurance.
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.
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.
1
2
MD
07/16/2021 - Present
Grove Point Advisors, LLC (ROCKVILLE MD)
CA
07/02/2009 - 01/31/2011
CANTELLA & CO., INC. (HERMOSA BEACH CA)
CA
06/07/2006 - 07/01/2009
COMMONWEALTH FINANCIAL NETWORK (LOS ANGELES CA)
CA
07/01/2003 - 06/07/2006
WACHOVIA SECURITIES, LLC (CARLSBAD CA)
NY
08/01/1989 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
05/04/1988 - 07/17/1989
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
07/12/1984 - 05/23/1988
DREXEL BURNHAM LAMBERT INCORPORATED
NA
01/18/1982 - 07/19/1984
SHEARSON LEHMAN/AMERICAN EXPRESS INC.
NA
03/12/1979 - 03/30/1982
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
05/19/1978 - 03/26/1979
KIDDER, PEABODY & CO. INCORPORATED
NA
02/08/1978 - 03/26/1979
KIDDER, PEABODY & CO., INCORPORATED
NA
04/18/1977 - 03/09/1978
PAINE, WEBBER, JACKSON & CURTIS INCORPORATED
NA
04/24/1975 - 05/15/1977
DEAN WITTER & CO. INCORPORATED
BC
Issued 10/23/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/04/2008
Series 30 - NFA Branch Manager Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/1989
PC - AMEX Put and Call Exam
BC
Issued 05/09/1985
Series 15 - Foreign Currency Options Examination
BC
Issued 12/18/1984
Series 5 - Interest Rate Options Examination
BC
Issued 04/19/1975
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Eugene Cheng is the right advisor for you? Invested Better is here to help.
