Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eugene? Claim Your ProfileEugene Cox is a financial advisor with over 20 years of experience in the financial industry. Eugene is currently registered with Osaic Wealth, Inc., a firm that manages over $94 billion in assets. Eugene also has prior experience working with Woodbury Financial Services, Inc., MML Investors Services, LLC, MSI Financial Services, Inc., Metropolitan Life Insurance Company, CitiStreet Equities LLC and PFS Investments Inc. Eugene is a Series 6, Series 63, and Series 65 licensed advisor. Eugene specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.
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.
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2
KY
01/19/2024 - Present
Osaic Wealth, Inc. (ASHLAND KY)
KY
11/02/2018 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (ASHLAND KY)
KY
03/25/2017 - 11/07/2018
MML INVESTORS SERVICES, LLC (ASHLAND KY)
KY
11/30/2005 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (ASHLAND KY)
KY
11/30/2005 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (ASHLAND KY)
NJ
07/13/2005 - 12/31/2005
CITISTREET EQUITIES LLC (SOMERSET NJ)
GA
07/26/2002 - 07/14/2005
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 12/29/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/22/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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