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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 registered with Cetera Investment Advisers LLC. Eugene Jordan's profile shows that they have been in the financial services industry for over 40 years. Eugene Jordan is registered with FINRA and has a Series 7, 6, 22, and 24 license. They also hold a Series 53 license. Eugene Jordan is also registered as an Investment Advisor Representative in the states of New York and Texas.
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 01/13/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/25/2009
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/15/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/1984
Series 7 - General Securities Representative Examination
BC
Issued 06/20/1983
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 04/10/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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