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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 Musselwhite is an investment advisor representative registered with Transamerica Retirement Advisors, LLC. Eugene is a veteran in the financial services industry with over 20 years of experience, first joining the industry in 1994. Eugene holds licenses to conduct securities and advisory business in North Carolina. Eugene currently works with Transamerica Retirement Advisors, LLC but has held past registrations with Lincoln Financial Advisors Corporation, Intercarolina Financial Services, Inc., Newport Group Securities, Inc., UVEST Financial Services Group, Inc., BANC OF AMERICA INVESTMENT SERVICES, INC., First Union Securities, Inc., First Union Brokerage Services, Inc., Charles Schwab & Co., Inc., Morehead Investment Advisors, Inc., FSC Securities Corporation, Keogler, Morgan & Company, Inc., and Prudential Securities Incorporated. Eugene is also a real estate owner and has two rental properties in North Carolina.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
A percentage of the total value of assets under management is charged.
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NC
01/05/2017 - Present
Transamerica Retirement Advisors, LLC (Matthews NC)
IN
02/20/2012 - 12/27/2016
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
NC
11/30/2010 - 02/16/2011
INTERCAROLINA FINANCIAL SERVICES, INC. (GREENSBORO NC)
FL
02/27/2008 - 01/28/2009
NEWPORT GROUP SECURITIES, INC. (LAKE MARY FL)
NC
03/26/2004 - 12/31/2007
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
MA
09/26/2002 - 08/13/2003
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
MO
10/01/2000 - 11/30/2000
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
12/07/1999 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
TX
12/07/1995 - 03/24/1998
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NC
06/29/1995 - 12/22/1995
MOREHEAD INVESTMENT ADVISORS, INC. (CHARLOTTE NC)
GA
02/15/1995 - 07/10/1995
FSC SECURITIES CORPORATION (ATLANTA GA)
GA
12/06/1994 - 02/17/1995
KEOGLER, MORGAN & COMPANY, INC. (ATLANTA GA)
NY
06/09/1994 - 12/09/1994
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BC
Issued 06/24/1994
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/22/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/08/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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