Unclaimed
Eugene Hunziker is an investment advisor representative with Raymond James Financial Services Advisors, Inc. with offices in Lemont, IL, and Naples, FL. Eugene has been in the securities industry since 1982. Eugene is registered with the following securities authorities: Financial Industry Regulatory Authority, Inc. (FINRA), and the state of Illinois. Eugene has passed the Series 3, 7, 24, 52TO, 63, and 65 exams. Eugene also assists with research, portfolio management, and sales at Hunziker and Associates, Inc. Eugene is a member of the Finance/Investment Committee at Saints Cyril & Methodius Catholic Church.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
IL
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (LEMONT IL)
WI
08/05/1987 - 01/04/1991
INVEST FINANCIAL CORPORATION (APPLETON WI)
NA
05/14/1987 - 07/24/1987
RODMAN & RENSHAW INC.
NA
02/23/1987 - 06/10/1987
CHANNER FINANCIAL CORPORATION
NA
01/20/1986 - 03/03/1987
PRUDENTIAL-BACHE SECURITIES INC.
NA
08/06/1984 - 01/23/1986
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED
NA
10/20/1982 - 07/13/1984
PAINEWEBBER INCORPORATED
IA
Issued 09/27/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/20/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/05/1991
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/1982
Series 7 - General Securities Representative Examination
BC
Issued 09/28/1982
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
Not sure Eugene Hunziker is the right advisor for you? Invested Better is here to help.