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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eugene? Claim Your ProfileEugene Kwok hung Hsu is a financial advisor with Archer Pointe Wealth Management, LLC. Eugene Kwok hung Hsu is a CERTIFIED FINANCIAL PLANNER™ professional. Eugene Kwok hung Hsu has been in the financial services industry since 1998. Eugene Kwok hung Hsu has a strong background in financial planning and portfolio management, and is committed to helping clients achieve their financial goals. Eugene Kwok hung Hsu has experience working with individuals, families, and businesses. Eugene Kwok hung Hsu is a registered investment advisor representative in California and Texas.
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.
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.
Retainer fees
1
2
CA
02/21/2024 - Present
Archer Pointe Wealth Management, LLC (DAVIS CA)
CA
07/24/2012 - 11/08/2017
COMMONWEALTH FINANCIAL NETWORK (SACRAMENTO CA)
CA
05/03/2011 - 08/03/2012
LPL FINANCIAL LLC (SACRAMENTO CA)
CA
09/09/2008 - 05/02/2011
SECURITIES SERVICE NETWORK, INC. (SACRAMENTO CA)
CA
10/31/2005 - 09/09/2008
AIG FINANCIAL ADVISORS, INC. (SACRAMENTO CA)
AZ
10/26/2004 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
NY
08/20/1998 - 10/27/2004
MONY SECURITIES CORPORATION (NEW YORK NY)
BOTH
Issued 12/30/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/20/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/08/2017
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/2002
Series 7 - General Securities Representative Examination
BC
Issued 08/19/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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