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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 Nathan Gordon is an investment advisor representative with OneDigital Investment Advisors. Eugene has over 20 years of experience in the financial services industry. Eugene is registered with the state of California and Texas. Eugene previously worked at Morgan Stanley and Citigroup Global Markets Inc. Eugene specializes in working with charitable organizations, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, individuals other than high-net-worth, state or municipal government entities, and pooled investment vehicles. Eugene's services include financial planning, pension consulting, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
KS
01/12/2024 - Present
Onedigital Investment Advisors (OVERLAND PARK KS)
CA
06/01/2009 - 02/23/2018
MORGAN STANLEY (PALO ALTO CA)
CA
02/23/2004 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (PALO ALTO CA)
IA
Issued 03/09/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/08/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 02/20/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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