Invested Better
Unclaimed

Unclaimed

Unclaimed

Eugene James Eignor

MacQuarie Investment Management Business Trust

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Eugene? Claim Your Profile

About Eugene James Eignor

Eugene James Eignor is a financial advisor with over 23 years of experience in the industry. Eugene is currently registered with Macquarie Investment Management Business Trust and has held previous positions at firms such as IVY DISTRIBUTORS, INC. and WADDELL & REED. Eugene holds Series 6, 7, 24 and 63 licenses and the SIE exam. Eugene is also a Chartered Financial Consultant. Eugene's firm manages over $190 billion in assets.

Firm Information

Eugene Eignor is currently registered with MacQuarie Investment Management Business Trust. Macquarie Investment Management Business Trust is a registered investment advisor based in Philadelphia, Pennsylvania. With over $190 billion in regulatory assets under management, the firm provides portfolio management services to a range of clients, including individuals, businesses, investment companies, and pooled investment vehicles. They also offer structured product/securitization advice, transition management, and selection of other advisors. The firm is a subsidiary of Macquarie Group Limited, a global financial services provider.
MacQuarie Investment Management Business Trust

610 MARKET STREET

PHILADELPHIA, PA 19106

$190.96B

Assets Under Management

21

Total Clients

56

Total Financial Advisors

Services Offered

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.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

portfolio management for investment companies

Strategic management for diversified investment portfolios.

check

structured product/securitization advice/transition management

Structured product/securitization advice/transition management

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Eugene Eignor’s Registration & Firm History

VA

10/23/2024 - Present

MacQuarie Investment Management Business Trust (CENTERVILLE VA)

KS

05/29/2012 - 08/31/2021

IVY DISTRIBUTORS, INC. (OVERLAND PARK KS)

KS

05/29/2012 - 04/21/2021

WADDELL & REED (OVERLAND PARK KS)

IL

10/15/2010 - 05/09/2012

DWS INVESTMENTS DISTRIBUTORS, INC (CHICAGO IL)

NY

03/09/2010 - 10/13/2010

RAFFERTY CAPITAL MARKETS, LLC (GARDEN CITY NY)

MD

01/07/2002 - 07/07/2009

RYDEX DISTRIBUTORS, INC. (ROCKVILLE MD)

VA

06/13/2000 - 01/03/2002

FOLIOFN INVESTMENTS, INC. (MCLEAN VA)

PA

07/24/1998 - 06/12/2000

VANGUARD MARKETING CORPORATION (MALVERN PA)

Not sure if Eugene James Eignor is right for you?

Licenses & Designations

BC

Issued 07/29/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/09/2018

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/17/2000

Series 7 - General Securities Representative Examination

BC

Issued 07/23/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Eugene James Eignor.
Not sure if Eugene James Eignor is right for you?