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Eugene Francis Roesser

Washington Securities Corp.

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About Eugene Francis Roesser

Eugene Roesser is a registered representative with Washington Securities Corp. Eugene began their career in the securities industry on July 20, 1983. Eugene is a Series 7 and Series 63 licensed professional. Washington Securities Corp. provides portfolio management for individuals and Eugene manages $6,975,967 in assets for 8 clients.

Firm Information

Eugene Roesser is currently registered with Washington Securities Corp.. Washington Securities Corp. is a corporation that has been in operation since August 20, 1998. The firm provides portfolio management services to individuals. They have 10 registered representatives and 4 investment advisor representatives. The firm manages approximately $6,975,967 in assets for 8 clients. They are registered with the SEC and in 19 states.

$6.98M

Assets Under Management

Not reported

Total Clients

8

Total Financial Advisors

Services Offered

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.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Eugene Roesser’s Registration & Firm History

MD

01/10/2008 - Present

Washington Securities Corp. (CHEVY CHASE MD)

DC

09/23/1997 - 05/22/2007

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WASHINGTON DC)

NA

09/05/1997 - 09/15/1997

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

DC

11/24/1982 - 09/10/1997

FOLGER NOLAN FLEMING DOUGLAS INCORPORATED (WASHINGTON DC)

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Licenses & Designations

IA

Issued 10/01/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/07/1982

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/20/1982

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Eugene Francis Roesser. Review regulatory record here.
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