Unclaimed
Eugene Lee is a securities professional with over 20 years of experience in the financial industry. Eugene is currently registered with Lincoln International LLC and holds Series 7, 79TO and SIE licenses, as well as a Series 63 license. Eugene has previously held positions at Evercore Group Inc. and Donaldson, Lufkin & Jenrette Securities Corporation. Eugene is registered in California, Illinois, New York, 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.
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.
1
2
NY
01/12/2024 - Present
Lincoln International LLC (NEW YORK NY)
NY
12/13/2004 - 02/17/2006
EVERCORE GROUP INC. (NEW YORK NY)
NJ
09/04/1996 - 07/01/1999
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
BC
Issued 12/14/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/12/2024
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 12/21/2023
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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