Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eugene? Claim Your ProfileEugene Bodo has over 35 years of experience in the financial services industry. Eugene is a Registered Representative and Investment Advisor Representative with Janney Montgomery Scott LLC. Eugene holds the Series 4, 7, 24, 55, 57TO, and 63 licenses as well as the SIE designation. Eugene was previously affiliated with Boenning & Scattergood, Inc., Ferris, Baker Watts Incorporated, Tucker Anthony Incorporated, Hopper Soliday & Co., Inc., and W.H. Newbold's Son & Co., Inc. Eugene is licensed to provide securities and investment advisory services in 35 states. Eugene focuses on providing financial planning, portfolio management, and pension consulting to individuals, corporations, and charitable organizations.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
PA
08/09/2022 - Present
Janney Montgomery Scott LLC (PHILADELPHIA PA)
PA
06/23/2008 - 08/08/2022
BOENNING & SCATTERGOOD, INC. (WEST CONSHOHOCKEN PA)
MD
05/18/2000 - 06/25/2008
FERRIS, BAKER WATTS INCORPORATED (BALTIMORE MD)
MA
01/20/1999 - 04/12/2000
TUCKER ANTHONY INCORPORATED (BOSTON MA)
PA
01/31/1991 - 01/22/1999
HOPPER SOLIDAY & CO., INC. (LANCASTER PA)
NA
05/01/1989 - 06/25/1991
W.H. NEWBOLD'S SON & CO., INC.
NA
09/29/1986 - 05/01/1989
HOPPER SOLIDAY & CO., INC.
BC
Issued 10/27/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/10/1996
Series 24 - General Securities Principal Examination
BC
Issued 05/25/1990
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 09/20/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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