Unclaimed
Eugene Fox is a Registered Investment Advisor Representative for Cardinal Capital Management, LLC. He is registered with the state of Connecticut. Eugene Fox is also a Series 7 and Series 63 licensed individual. He is currently licensed to offer investment advice to individuals, corporations, pooled investment vehicles, investment companies, and pension and profit-sharing plans. Previously, he was associated with DELTEC ASSET MANAGEMENT CORPORATION and D.S. KENNEDY & CO..
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
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.
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2
CT
06/19/1995 - Present
Cardinal Capital Management, LLC (GREENWICH CT)
NY
11/22/1993 - 04/18/1995
DELTEC ASSET MANAGEMENT CORPORATION (NEW YORK NY)
NA
10/21/1991 - 05/18/1993
D.S. KENNEDY & CO.
IA
Issued 05/31/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/13/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/18/1991
Series 7 - General Securities Representative Examination
Active
Inactive
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