Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eugene? Claim Your ProfileEugene Okoreeh is a registered investment advisor representative with PFS Investments Inc., with experience in the financial services industry since July 27, 2008. Eugene holds licenses and registrations in multiple states including California, Arizona, Colorado, Florida, Illinois, Iowa, Michigan, Montana, Nevada, Oregon, Tennessee, Texas, Utah, Virginia, and Wisconsin. Eugene is also registered as an investment advisor in California. Eugene offers investment advisory services and manages portfolios 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.
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.
A percentage of the total value of assets under management is charged.
1
2
CA
06/30/2016 - Present
PFS Investments Inc. (MISSION VIEJO CA)
IA
Issued 06/01/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/23/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/07/2015
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Eugene Okoreeh is the right advisor for you? Invested Better is here to help.
