Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eugene? Claim Your ProfileEugene John Borkowski is a financial advisor with over 30 years of experience. Eugene has been registered with Stifel, Nicolaus & Company, Inc. since November 2008. Prior to that, Eugene worked at Wachovia Securities, LLC and A. G. Edwards & Sons, Inc. Eugene holds both Series 63 and Series 65 licenses. Eugene is a registered representative in 25 states and a registered investment advisor in 2 states. Eugene's primary office is located in Crown Point, Indiana.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IN
10/04/2018 - Present
Stifel, Nicolaus & Company, Inc. (CROWN POINT IN)
IN
01/01/2008 - 12/05/2008
WACHOVIA SECURITIES, LLC (MERRILLVILLE IN)
IN
09/25/1985 - 01/03/2008
A. G. EDWARDS & SONS, INC. (MERRILLVILLE IN)
IA
Issued 08/06/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/26/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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