Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eugene? Claim Your ProfileEugene Lovasco is a financial advisor with M Holdings Securities, Inc., in Portland, Oregon. Eugene has been in the industry since 1979, working at M Holdings Securities, Inc., and other firms. Eugene has a range of licenses and certifications, including Series 7, Series 63, Series 66, and SIE. Eugene is also registered with FINRA as a registered representative and with the State of Michigan as an Investment Advisor Representative. Eugene specializes in providing financial planning and investment management services to individuals, businesses, corporations, pension plans, and high-net-worth individuals. Eugene has been a trustee at the Catholic Foundation of Michigan since 2016 and is a board member of Racquet Up Detroit since 2019.
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.
1
2
OR
04/24/2017 - Present
M Holdings Securities, Inc. (PORTLAND OR)
MI
11/16/2001 - 04/01/2013
M HOLDINGS SECURITIES, INC. (STERLING HEIGHTS MI)
OH
01/27/1999 - 11/20/2001
VESTAX SECURITIES CORPORATION (HUDSON OH)
NY
06/23/1978 - 02/09/1999
NEW ENGLAND SECURITIES (NEW YORK NY)
BOTH
Issued 04/22/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/18/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/1985
Series 7 - General Securities Representative Examination
BC
Issued 06/19/1978
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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