Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eugene? Claim Your ProfileEugene Goodreault is a financial advisor registered with Morgan Stanley. Eugene has been in the industry since February 1999, and holds a Series 7, Series 63, and Series 66 license, as well as the Securities Industry Essentials Examination. Eugene has previously held positions at Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, Morgan Stanley Smith Barney LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Banc of America Securities LLC, and BancAmerica Securities, Inc. Eugene has experience working with individuals, high-net-worth individuals, investment companies, corporations, charitable organizations, insurance companies, and banking or thrift institutions.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
CA
10/04/2021 - Present
Morgan Stanley (San Jose CA)
CA
01/03/2011 - 10/12/2021
WELLS FARGO CLEARING SERVICES, LLC (WALNUT CREEK CA)
CA
01/09/2007 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (WALNUT CREEK CA)
CA
03/14/2002 - 01/09/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN FRANCISCO CA)
NY
10/01/1998 - 11/01/2001
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
CA
09/24/1998 - 10/01/1998
BANCAMERICA SECURITIES, INC. (SAN FRANCISCO CA)
BOTH
Issued 03/22/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/28/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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