Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eugene? Claim Your ProfileEugene Arthur De la cruz is a financial professional with over 14 years of experience in the industry. Eugene is a principal at Planmember Securities Corp., a firm with a focus on providing investment supervisory services, financial planning, pension consulting, educational seminars, and portfolio management. Eugene is a registered representative in 51 states, and holds a variety of licenses and certifications, including Series 4, 6, 7, 24, 51, 52, 53, 63, 99, and SIE. Eugene and the firm work with a diverse range of clients, including individuals, corporations, charitable organizations, and pension and profit-sharing plans.
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.
Provides investment supervisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
11/10/2008 - Present
Planmember Securities Corp. (CARPINTERIA CA)
BC
Issued 08/28/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/20/2023
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/11/2022
Series 4 - Registered Options Principal Examination
BC
Issued 10/25/2012
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 10/10/2011
Series 24 - General Securities Principal Examination
BC
Issued 11/13/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 03/16/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/2011
Series 7 - General Securities Representative Examination
BC
Issued 11/06/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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