Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eugene? Claim Your ProfileEugene Lamis is a financial advisor with Edward Jones, a company with over 20,000 investment advisors serving clients throughout the United States. Eugene has been working in the financial services industry since 1994 and holds the Series 7, 63, and 65 securities licenses. He is also a Certified Financial Planner. Eugene has a wide range of experience in providing financial advice and investment management services to individuals, families, and businesses. He specializes in retirement planning, college savings, and estate planning. Eugene is committed to providing personalized financial advice and helping clients achieve their financial goals. He is passionate about helping clients reach their financial goals and believes that everyone deserves to have a plan for their future. Eugene is a dedicated professional who is committed to providing exceptional customer service.
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.
See schedule d - miscellaneous
1
2
TX
09/12/2006 - Present
Edward Jones (FT WORTH TX)
IA
Issued 09/09/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/20/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Eugene Lamis is the right advisor for you? Invested Better is here to help.
