Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eugene? Claim Your ProfileEugene Bunnell is an investment advisor representative at Planmember Securities Corp. Eugene has been in the industry since 1994 and has worked at several firms prior to joining Planmember Securities Corp. Eugene has passed the Series 6, Series 26, Series 63, and Series 65 exams. Eugene has experience in the investment advisory field and has provided services such as financial planning, portfolio management, and educational seminars. Eugene provides investment supervisory services to clients.
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.
Provides investment supervisory services
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
FL
07/31/2001 - Present
Planmember Securities Corp. (OVIEDO FL)
GA
05/03/1996 - 07/22/1999
WMA SECURITIES, INC. (DULUTH GA)
CA
04/17/1995 - 05/17/1996
IRM DISTRIBUTORS, INC. (CARPINTERIA CA)
CA
05/27/1994 - 04/26/1995
ARAGON FINANCIAL SERVICES, INC. (IRVINE CA)
IA
Issued 02/06/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/26/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/24/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/26/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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