Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eugene? Claim Your ProfileEugene Ganeles is an investment advisor representative with Avantax Advisory Services, registered with the state of California since January 2013. Eugene has been in the financial services industry since January 2012, with a Series 6, Series 63, Series 65, and Series 22TO. Eugene also works as a CPA and owns and operates Ganeles & Associates, a CPA firm. In addition, Eugene is also an agent with Avantax Insurance Agency, LLC. Eugene specializes in financial planning, pension consulting, and portfolio management for both individuals 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.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
CA
01/17/2013 - Present
Avantax Advisory Services (Monterey CA)
IA
Issued 12/18/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/28/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/16/2020
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/30/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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