Unclaimed
Eugene Paquette is a financial advisor with Cetera Investment Advisers LLC. Eugene has been in the industry since 1983 and has experience working with various firms, including Hochman & Baker Securities, Inc., MONY Securities Corp., The Lincoln National Life Insurance Company, Lincoln Financial Advisors Corporation, and First Affiliated Securities, Inc. Eugene is registered in several states, including Illinois, Texas, Iowa, Arizona, and Wisconsin. He is licensed to offer a variety of financial products and services, including investment planning, retirement planning, and insurance. Eugene is committed to providing his clients with personalized financial advice that meets their individual needs.
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.
A percentage of the total value of assets under management is charged.
1
2
IL
12/22/2009 - Present
Cetera Investment Advisers LLC (BOLINGBROOK IL)
CT
10/06/1989 - 06/30/2004
HOCHMAN & BAKER SECURITIES, INC. (STAMFORD CT)
NY
02/24/1988 - 09/11/1989
MONY SECURITIES CORP. (NEW YORK NY)
NA
12/10/1985 - 09/07/1989
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
NA
02/15/1985 - 01/03/1989
LINCOLN NATIONAL PENSION INSURANCE COMPANY
NA
02/15/1985 - 12/31/1988
LINCOLN FINANCIAL ADVISORS CORPORATION
NA
10/20/1987 - 02/27/1988
COMPREHENSIVE FINANCIAL PLANNING SECURITIES, INC.
NA
03/21/1985 - 02/20/1988
FIRST AFFILIATED SECURITIES, INC.
NA
06/19/1983 - 04/23/1985
AETNA LIFE INSURANCE AND ANNUITY COMPANY
BC
Issued 10/16/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 2/12/1992
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/1985
Series 7 - General Securities Representative Examination
BC
Issued 6/28/1974
Series 2 - Non-Member General Securities Examination
Active
Inactive
F
FINRA
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