Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eugene? Claim Your ProfileEugene Shepherd is a financial advisor in Austin, Texas, with over 2 years of experience in the financial services industry. Eugene is currently registered with Raymond James & Associates, Inc., and previously worked with NYLIFE Securities LLC. Eugene holds Series 63, 65, and 7TO licenses as well as the SIE. Eugene specializes in a wide range of financial services, including financial planning, pension consulting, educational seminars, and portfolio management. Eugene is committed to providing clients with personalized advice and helping them 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.
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.
Please see note in schedule d - miscellaneous
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.
1
2
TX
05/19/2023 - Present
Raymond James & Associates, Inc. (AUSTIN TX)
TX
01/01/2021 - 05/05/2023
NYLIFE SECURITIES LLC (AUSTIN TX)
IA
Issued 03/31/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/29/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/14/2022
Series 7TO - General Securities Representative Examination
BC
Issued 12/31/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/19/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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