Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eugene? Claim Your ProfileEugene O'Brien is a financial advisor with over 20 years of experience in the industry. Eugene is currently registered with Cetera Investment Advisers LLC and is a Chartered Financial Analyst. Eugene provides financial planning, portfolio management for individuals and businesses, selection of other advisors, and educational seminars. Eugene previously worked for First Allied Securities, Inc., 1ST GLOBAL CAPITAL CORP., and SHEARSON LEHMAN HUTTON INC.
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.
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
04/01/2024 - Present
Cetera Investment Advisers LLC (IRVINE CA)
CA
12/19/2012 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (IRVINE CA)
CA
07/16/2004 - 12/20/2012
1ST GLOBAL CAPITAL CORP. (IRVINE CA)
NA
06/29/1987 - 04/04/1990
SHEARSON LEHMAN HUTTON INC.
BOTH
Issued 7/29/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/19/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/2/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/15/2004
Series 7 - General Securities Representative Examination
BC
Issued 4/16/1988
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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