Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eugene? Claim Your ProfileEugene Edward Welsh is a financial advisor with over 28 years of experience in the industry. Eugene is a registered representative with LaSalle St. Investment Advisors, LLC and has been with the firm since November 2019. Prior to that, Eugene was with Ameriprise Financial Services, Inc. for five years and WRP Investments, Inc. for almost twenty years. Eugene has passed the Series 6, Series 7 and the SIE exams and holds the Series 63 license. Eugene is a Personal Financial Specialist and is registered in 15 states. Eugene specializes in providing financial planning and portfolio management services to individuals, families, and businesses.
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.
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
IL
07/21/2021 - Present
Lasalle ST. Investment Advisors, LLC (ELMHURST IL)
OH
02/14/2014 - 11/08/2019
AMERIPRISE FINANCIAL SERVICES, INC. (STRONGSVILLE OH)
OH
12/05/1994 - 03/13/2014
WRP INVESTMENTS, INC. (STRONGSVILLE OH)
TX
07/14/1994 - 12/12/1994
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
BC
Issued 10/29/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/2000
Series 7 - General Securities Representative Examination
BC
Issued 07/13/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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