Unclaimed
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.
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.
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.
Strategic management for diversified investment portfolios.
Structured product/securitization advice/transition management
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
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)
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
Active
Inactive
F
FINRA
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