Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eugene? Claim Your ProfileEugene Etzel is a financial professional with over 25 years of experience in the financial services industry. Eugene has a wide range of experience working with clients of all types, including individuals, families, businesses and charitable organizations. Currently, Eugene is a Registered Representative and Investment Advisor Representative for Fidelity Personal And Workplace Advisors. Eugene works with clients on a variety of financial planning needs including retirement planning, college savings, estate planning, and investment management.
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.
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.
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2
NJ
03/30/2022 - Present
Fidelity Personal AND Workplace Advisors (MANASQUAN NJ)
NY
02/04/2020 - 11/11/2021
CHELSEA FINANCIAL SERVICES (STATEN ISLAND NY)
NJ
02/13/2007 - 03/08/2018
SCOTTRADE, INC. (RED BANK NJ)
NJ
06/24/2005 - 10/05/2006
HOLD BROTHERS ON-LINE INVESTMENT SERVICES L.L.C. (JERSEY CITY NJ)
NY
02/09/2004 - 04/14/2004
HOLD BROTHERS ON-LINE INVESTMENT SERVICES L.L.C. (NEW YORK NY)
NJ
04/24/2002 - 09/12/2002
E STREET ACCESS (ENGLISHTOWN NJ)
CT
07/06/2000 - 12/20/2001
SCHWAB CAPITAL MARKETS L.P. (STAMFORD CT)
NJ
07/25/1996 - 06/22/2000
DONALD & CO. SECURITIES INC. (TINTON FALLS NJ)
NJ
06/11/1996 - 07/16/1996
J.S. SECURITIES, INC. (PT. PLEASANT BEACH NJ)
NY
11/06/1995 - 04/26/1996
MURIEL SIEBERT & CO., INC. (NEW YORK NY)
NJ
06/16/1995 - 11/06/1995
J.S. SECURITIES, INC. (PT. PLEASANT BEACH NJ)
NE
08/29/1994 - 11/16/1994
NATIONAL DISCOUNT BROKERS (OMAHA NE)
MA
10/20/1992 - 08/09/1994
BROWN & COMPANY SECURITIES CORPORATION (BOSTON MA)
NJ
04/24/1992 - 10/02/1992
FIA CAPITAL GROUP, INC. (SHORT HILLS NJ)
NA
12/21/1989 - 04/27/1990
V P SECURITIES, INC.
NY
08/24/1989 - 11/20/1989
HIBBARD BROWN & CO., INC. (NEW YORK NY)
BOTH
Issued 03/11/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/14/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/29/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/31/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/21/1998
Series 24 - General Securities Principal Examination
BC
Issued 01/03/1997
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 03/08/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 08/19/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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