Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eugene? Claim Your ProfileEugene Etzel is a financial advisor at Fidelity Personal And Workplace Advisors. Eugene has over 25 years of experience in the financial services industry, with a strong background in portfolio management and financial planning. Eugene holds a Series 7, 9, 10, 24, 55, 63, and 66 license and the SIE designation. Eugene has extensive experience in providing financial advice to individuals and families. Eugene helps clients develop customized financial plans that address their unique needs and goals. Eugene is committed to providing clients with the highest level of service and is dedicated to helping them achieve their financial goals.
MANASQUAN, NJ
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.
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
NJ
03/30/2022 - Present
Fidelity Personal AND Workplace Advisors (MANASQUAN NJ)
NY
02/04/2020 - 11/11/2021
CHELSEA FINANCIAL SERVICES (STATEN ISLAND NY)
NJ
02/13/2007 - 03/08/2018
SCOTTRADE, INC. (RED BANK NJ)
NJ
06/24/2005 - 10/05/2006
HOLD BROTHERS ON-LINE INVESTMENT SERVICES L.L.C. (JERSEY CITY NJ)
NY
02/09/2004 - 04/14/2004
HOLD BROTHERS ON-LINE INVESTMENT SERVICES L.L.C. (NEW YORK NY)
NJ
04/24/2002 - 09/12/2002
E STREET ACCESS (ENGLISHTOWN NJ)
CT
07/06/2000 - 12/20/2001
SCHWAB CAPITAL MARKETS L.P. (STAMFORD CT)
NJ
07/25/1996 - 06/22/2000
DONALD & CO. SECURITIES INC. (TINTON FALLS NJ)
NJ
06/11/1996 - 07/16/1996
J.S. SECURITIES, INC. (PT. PLEASANT BEACH NJ)
NY
11/06/1995 - 04/26/1996
MURIEL SIEBERT & CO., INC. (NEW YORK NY)
NJ
06/16/1995 - 11/06/1995
J.S. SECURITIES, INC. (PT. PLEASANT BEACH NJ)
NE
08/29/1994 - 11/16/1994
NATIONAL DISCOUNT BROKERS (OMAHA NE)
MA
10/20/1992 - 08/09/1994
BROWN & COMPANY SECURITIES CORPORATION (BOSTON MA)
NJ
04/24/1992 - 10/02/1992
FIA CAPITAL GROUP, INC. (SHORT HILLS NJ)
NA
12/21/1989 - 04/27/1990
V P SECURITIES, INC.
NY
08/24/1989 - 11/20/1989
HIBBARD BROWN & CO., INC. (NEW YORK NY)
BOTH
Issued 3/11/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 9/14/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 7/29/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 3/31/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 4/21/1998
Series 24 - General Securities Principal Examination
BC
Issued 1/3/1997
Series 4 - Registered Options Principal Examination
BC
Issued 1/2/2023
Series 57TO - Securities Trader Exam
BC
Issued 3/8/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/22/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 8/19/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Eugene Etzel is the right advisor for you? Invested Better is here to help.
Copyright 2024 Invested Better
Invested Better, LLC ("Invested Better") provides a matching service whereby users are connected with third-party financial advisors ("Advisors") who are registered and licensed as financial advisors in the United States and have elected to participate in our matching platform. Information provided by users through our online questionnaire facilitates the determination of suitable Advisor matches. Invested Better receives a set cost per lead compensation from Advisors in exchange for this referral service.
Please be advised that Invested Better does not evaluate the ongoing performance of any Advisor, nor does it participate in the management of user accounts or provide advice regarding specific investments. We do not manage client funds or hold assets in custody. Our role is solely to facilitate connections between users and potentially suitable financial advisors. All investing involves inherent risks, including the potential loss of principal. There is no guarantee that working with an advisor will result in positive returns. Potential downsides include the payment of fees, which can reduce overall returns. The existence of a fiduciary duty does not preclude the potential for conflicts of interest.
Invested Better maintains a directory of all actively registered financial advisors and firms based on the public filings with FINRA and SEC. Advisors and firms may verify their identity to claim and take control to update and edit their profile information. Invested Better does not guarantee the accuracy of any information updated by advisors or firms on their profile.
