Unclaimed
Eugene Donohue is a financial advisor with over 25 years of experience in the financial services industry. Eugene is currently registered with GWN Securities Inc., where Eugene provides financial planning, market timing services, and portfolio management for individuals. Prior to joining GWN Securities Inc., Eugene was with ALLSTATE FINANCIAL SERVICES, LLC, PMG SECURITIES CORPORATION, G. R. PHELPS & CO., INC., NATHAN & LEWIS SECURITIES, INC., and MACPEG, ROSS, O'CONNELL & GOLDABER, INC.. Eugene holds a Series 6, Series 63, and SIE licenses and specializes in providing financial advice to individual clients. Eugene also provides rental property services.
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.
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.
In lieu of hourly fee, ia can charge a flat fee
1
2
FL
03/31/2021 - Present
GWN Securities Inc. (PALM BEACH GARDENS FL)
NY
04/09/2007 - 11/21/2007
ALLSTATE FINANCIAL SERVICES, LLC (PORT JEFFERSON NY)
IL
01/31/1994 - 05/24/1995
PMG SECURITIES CORPORATION (ELGIN IL)
NA
01/09/1984 - 04/27/1995
G. R. PHELPS & CO., INC.
NY
04/26/1984 - 12/31/1993
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
NA
05/26/1987 - 03/08/1988
MACPEG, ROSS, O'CONNELL & GOLDABER, INC.
BC
Issued 04/24/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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