Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eugene? Claim Your ProfileEugene Howard Engholm is a financial advisor registered with Charles Schwab & CO., Inc. in Bedford, NH. Eugene has been in the industry since 1986. He has worked at a variety of firms, including TD Ameritrade, Inc. and Fidelity Brokerage Services LLC. Eugene is also a registered representative with FINRA. He specializes in investment management, retirement planning and financial planning. Eugene is passionate about helping his clients achieve their financial goals.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
NH
01/26/2022 - Present
Charles Schwab & CO., Inc. (Bedford NH)
NH
02/26/2018 - 07/29/2024
TD AMERITRADE, INC. (Bedford NH)
MA
03/21/2017 - 02/26/2018
SCOTTRADE, INC. (PEABODY MA)
NH
04/20/1994 - 11/02/2016
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
TX
12/23/1986 - 11/19/1993
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NA
10/22/1986 - 12/04/1986
THE STUART-JAMES COMPANY, INC.
BOTH
Issued 09/03/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/17/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/02/1989
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 07/28/1988
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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