Unclaimed
Eugene Michael Giordano is a financial advisor with over 20 years of experience in the industry. Eugene has held positions at several firms including Deutsche Bank Securities Inc., LINSCO/PRIVATE LEDGER CORP., TD WATERHOUSE INVESTOR SERVICES, INC. and DATEK ONLINE BROKERAGE SERVICES LLC. Eugene is currently registered with LPL Financial LLC and offers a range of financial services including financial planning, portfolio management for businesses and individuals, and educational seminars.
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.
1
2
NJ
02/02/2004 - Present
LPL Financial LLC (MIDDLETOWN NJ)
NY
11/08/2002 - 12/03/2002
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
SC
01/31/2001 - 09/10/2002
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
NE
05/03/2000 - 08/23/2000
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
NE
07/26/1999 - 03/08/2000
DATEK ONLINE BROKERAGE SERVICES LLC (OMAHA NE)
BOTH
Issued 01/30/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/27/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/29/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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