Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eugene? Claim Your ProfileEugene McCarthy is a financial advisor with over 20 years of experience in the industry. Eugene is registered with Kestra Private Wealth Services, LLC and has been with them since May 2019. Eugene has held previous roles with UBS Financial Services Inc., Stifel, Nicolaus & Company, Incorporated, Citigroup Global Markets Inc., and Legg Mason Wood Walker, Incorporated. Eugene specializes in providing financial advice and planning services to individuals, businesses, and charitable organizations. Eugene has a strong track record of success and is committed to helping clients achieve their financial goals.
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.
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.
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2
FL
08/22/2023 - Present
Kestra Private Wealth Services, LLC (Melbourne FL)
FL
10/28/2010 - 05/10/2019
UBS FINANCIAL SERVICES INC. (MELBOURNE FL)
FL
01/29/2007 - 11/04/2010
STIFEL, NICOLAUS & COMPANY, INCORPORATED (MELBOURNE FL)
FL
02/21/2006 - 02/07/2007
CITIGROUP GLOBAL MARKETS INC. (SUNTREE FL)
MD
06/26/1998 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
BOTH
Issued 07/15/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 06/25/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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