Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eugene? Claim Your ProfileEugene Park is a financial advisor based in Los Gatos, California, with over 10 years of experience in the industry. He is currently registered with Fidelity Personal and Workplace Advisors. Prior to that, he worked at J.P. Morgan Securities LLC and Chase Investment Services Corp. Eugene holds several industry licenses, including Series 6, 7, 63, and 66. He specializes in providing financial planning, portfolio management, and educational seminars to individuals, high-net-worth individuals, and businesses.
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
CA
09/12/2023 - Present
Fidelity Personal AND Workplace Advisors (LOS GATOS CA)
CA
10/01/2012 - 08/18/2016
J.P. MORGAN SECURITIES LLC (SAN JOSE CA)
CA
07/11/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (MOUNTAIN VIEW CA)
BOTH
Issued 08/26/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/17/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/08/2023
Series 7TO - General Securities Representative Examination
BC
Issued 07/29/2023
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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