Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eugene? Claim Your ProfileEugene R. Lutz is a registered investment advisor representative at Eagle Strategies LLC. Eugene has been in the securities industry since February 16, 2004. Eugene is registered in 10 states. Eugene has passed the Series 6, 7, 24, 26, 63, and 66 exams. Eugene also holds a SIE license. Eugene is a member of the Board of Visitors of the United States Merchant Marine Academy. Eugene specializes in financial planning, pension consulting, educational seminars, portfolio management for individuals, and publication of periodicals.
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.
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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CA
08/03/2021 - Present
Eagle Strategies LLC (San Ramon CA)
BOTH
Issued 4/8/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 8/29/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 5/17/2011
Series 24 - General Securities Principal Examination
BC
Issued 8/15/2009
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/22/2011
Series 7 - General Securities Representative Examination
BC
Issued 2/12/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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