Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eugene? Claim Your ProfileEugene Gurevich is a financial advisor with over 10 years of experience. Eugene is a Managing Partner at Baybridge Capital Group, LLC, a financial advisory firm with offices in Pleasanton, California. Eugene specializes in providing financial planning and asset management services to individuals and businesses. Eugene is a Certified Financial Planner and holds the Series 6, 7, 31, and 63 licenses. Eugene is also registered with the state of California as an Investment Advisor Representative.
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.
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.
1
2
CA
11/04/2016 - Present
Baybridge Capital Group, LLC (PLEASANTON CA)
CA
06/03/2010 - 05/15/2012
MORGAN STANLEY SMITH BARNEY (WALNUT CREEK CA)
CA
06/12/2009 - 04/15/2010
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
CA
09/13/2007 - 03/18/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (CONCORD CA)
IA
Issued 06/24/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/29/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/10/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 07/06/2009
Series 7 - General Securities Representative Examination
BC
Issued 09/12/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Eugene Gurevich is the right advisor for you? Invested Better is here to help.
