Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eugene? Claim Your ProfileEugene Gerard Lonergan is a financial advisor with Ameriprise Financial Services, LLC. Eugene has been working in the financial services industry since 1993. Eugene's registrations are active in 18 states, including Rhode Island where Eugene is also registered as an Investment Advisor Representative (IAR) Eugene holds Series 7, 66, 4, 24, and SIE licenses. Eugene's experience includes working for firms such as Merrill Lynch, Pierce, Fenner & Smith Incorporated and Paribas Corporation.
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.
Asset allocation services
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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RI
12/07/2012 - Present
Ameriprise Financial Services, LLC (PROVIDENCE RI)
RI
05/24/2007 - 12/10/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PROVIDENCE RI)
NY
06/13/1997 - 08/14/1998
PARIBAS CORPORATION (NEW YORK NY)
IL
02/10/1993 - 08/07/1993
O'CONNOR & ASSOCIATES (CHICAGO IL)
BOTH
Issued 04/24/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/25/2013
Series 24 - General Securities Principal Examination
BC
Issued 12/04/2002
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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