Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eugene? Claim Your ProfileEugene Heitman is a financial advisor with over 20 years of experience in the industry. He is registered with Avantax Advisory Services in Dallas, TX and Lake Suzy, FL. Eugene has a broad range of experience, including working with CETERA ADVISOR NETWORKS LLC, FIRST ALLIED SECURITIES, INC. and SYMETRA INVESTMENT SERVICES, INC. Eugene holds Series 6, 7 and 63 licenses. He is a Certified Financial Planner and a member of the National Association of Personal Financial Advisors. Eugene specializes in financial planning, portfolio management, and retirement planning. He is committed to helping clients achieve their financial goals.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
TX
02/07/2017 - Present
Avantax Advisory Services (DALLAS TX)
FL
10/12/2015 - 01/29/2016
CETERA ADVISOR NETWORKS LLC (PORT CHARLOTTE FL)
FL
08/16/2013 - 10/26/2015
FIRST ALLIED SECURITIES, INC. (PORT CHAROLETTE FL)
FL
08/08/2006 - 08/19/2013
SYMETRA INVESTMENT SERVICES, INC. (PORT CHARLOTTE FL)
FL
10/29/2003 - 07/18/2006
INVEST FINANCIAL CORPORATION (ARCADIA FL)
FL
02/02/2000 - 11/14/2003
CPA FINANCIAL ADVISERS, INC. (DAYTONA BEACH FL)
BC
Issued 06/22/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2007
Series 7 - General Securities Representative Examination
BC
Issued 02/01/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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