Unclaimed
Eugene Ingenito is a financial advisor with over 8 years of experience in the industry. Eugene is currently registered with LPL Financial LLC. Eugene is registered to provide securities advice in New York. Prior to joining LPL Financial LLC, Eugene has worked with NYLIFE Securities LLC and J.P. Morgan Securities LLC. Eugene has a Series 63 license, which allows Eugene to provide securities advice in New York. Eugene also holds a Series 6 license and a SIE license. Eugene focuses on providing financial advice to a diverse range of clients, including individuals, corporations, and charitable organizations.
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.
Consulting and other non-discretionary advisory services
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.
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NY
05/26/2023 - Present
LPL Financial LLC (HAUPPAUGE NY)
NY
02/19/2021 - 09/14/2021
NYLIFE SECURITIES LLC (MELVILLE NY)
NY
10/24/2014 - 05/09/2019
J.P. MORGAN SECURITIES LLC (BOHEMIA NY)
BC
Issued 12/08/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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