Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eugene? Claim Your ProfileEugene D'amico is a financial advisor with over 39 years of experience in the industry. Eugene currently works at Wells Fargo Clearing Services, LLC and is registered in multiple states, including New York, New Jersey, and Florida. Eugene has previously worked at A. G. EDWARDS & SONS, INC. and FIRST ALBANY CORPORATION. Eugene is qualified to provide financial advice for a variety of clients, including individuals, corporations, charitable organizations, and pension and profit-sharing plans. Eugene offers a range of financial services, including portfolio management, financial planning, and investment consulting.
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.
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.
Investment consulting services to institutional clients
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
NY
07/27/2021 - Present
Wells Fargo Clearing Services, LLC (CLINTON NY)
NY
06/01/1990 - 01/03/2008
A. G. EDWARDS & SONS, INC. (UTICA NY)
NY
10/19/1983 - 05/21/1990
FIRST ALBANY CORPORATION (NEW YORK NY)
IA
Issued 04/29/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/05/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/21/1992
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1983
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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