Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eugene? Claim Your ProfileEugene Sulzberger is a registered Investment Advisor Representative with Sulzberger Capital Advisors, Inc. in Miami, Florida, with a specialization in providing financial planning and portfolio management services to individuals, corporations, and pension plans. Eugene has been in the industry since 2004 and was previously registered with EFG Capital International and MBSC Securities Corporation. Eugene holds Series 7 and Series 66 licenses and is also a Certified Financial Planner.
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.
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.
A percentage of the total value of assets under management is charged.
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2
FL
08/26/2022 - Present
Sulzberger Capital Advisors, Inc. (MIAMI FL)
FL
11/30/2012 - 06/17/2014
EFG CAPITAL INTERNATIONAL (MIAMI FL)
FL
09/19/2008 - 12/02/2010
EFG CAPITAL INTERNATIONAL (MIAMI FL)
NY
07/02/2007 - 09/25/2008
MBSC SECURITIES CORPORATION (NEW YORK NY)
NY
12/15/2004 - 07/02/2007
MBSC, LLC (NEW YORK NY)
BOTH
Issued 11/03/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/14/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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