Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eugene? Claim Your ProfileEugene Donnelly is a financial advisor registered with ON Investment Management Co. with over 17 years of experience in the financial industry. Eugene is licensed in 14 states and is a Series 6, 7, 63, and 66 licensed individual. Eugene has earned 3 product exams and 2 state exams. Eugene has experience working with individuals, high-net-worth individuals, charitable organizations, corporations, and pension and profit-sharing plans. Eugene's areas of expertise include portfolio management, financial planning, and selection of other advisors. Eugene has previously been employed by The O.N. Equity Sales Company and Woodbury Financial Services, Inc. Eugene is also involved in other business activities including songwriting, selling insurance, and liquidating personal guitar equipment.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Morningstar investment services llc, sei, assetmark, brinker capital, bny mellon advisors, inc, symmetry partners, envestnet
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
IN
08/10/2021 - Present
ON Investment Management Co. (FT. WAYNE IN)
IN
04/28/2006 - 12/31/2007
THE O.N. EQUITY SALES COMPANY (FT WAYNE IN)
MN
01/17/2005 - 03/10/2006
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
BOTH
Issued 04/19/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/16/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/2016
Series 7 - General Securities Representative Examination
BC
Issued 01/14/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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