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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eugene? Claim Your ProfileEugene Jordan is a financial advisor with Cetera Investment Advisers LLC. Eugene has been in the industry since 1981 and has a broad range of experience, including working with individuals, businesses, and institutions. Eugene is a Certified Financial Planner and a Chartered Financial Consultant. Eugene is registered to offer advisory services in a number of states and has a proven track record of success in helping clients reach their financial goals. Eugene is committed to providing personalized financial advice and guidance.
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.
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2
NY
06/29/2023 - Present
Cetera Investment Advisers LLC (BUFFALO NY)
NY
04/04/1996 - 09/03/2013
TOWER SQUARE SECURITIES, INC. (BUFFALO NY)
GA
08/15/1994 - 04/15/1996
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
CA
04/13/1981 - 08/15/1994
TRAVELERS EQUITIES SALES, INC. (EL SEGUNDO CA)
BC
Issued 1/13/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 2/25/2009
Series 53 - Municipal Securities Principal Examination
BC
Issued 5/15/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/1984
Series 7 - General Securities Representative Examination
BC
Issued 6/20/1983
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 4/10/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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