Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eugene? Claim Your ProfileEugene J. Casaleggio is a financial advisor with over 30 years of experience in the industry. Eugene is currently registered with Osaic Wealth, Inc. as an Investment Advisor Representative. Prior to joining Osaic Wealth, Inc., Eugene was employed with SAGEPOINT FINANCIAL, INC. Eugene is registered with the Financial Industry Regulatory Authority (FINRA) and the state of New Jersey. Eugene specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations. Eugene offers a range of services including financial planning, investment management, and retirement planning. Eugene is dedicated to providing personalized financial advice and guidance to help 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.
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.
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2
NJ
09/01/2023 - Present
Osaic Wealth, Inc. (Califon NJ)
NJ
03/22/2016 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (Califon NJ)
BOTH
Issued 06/09/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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