Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eugene? Claim Your ProfileEugene Freedman is a financial advisor with over 40 years of experience in the industry. Eugene is registered with LPL Financial LLC and has been with the firm since 2008. Eugene has previously held positions at Wachovia Securities, LLC, Wachovia Securities, Inc. and J.C. Bradford & Co. Eugene is a registered representative and investment advisor representative in South Carolina and Virginia. Eugene is also a registered principal in South Carolina. Eugene holds the Series 7, 9, 10, 63 and 65 licenses. Eugene is a member of FINRA and SIPC.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
SC
10/17/2008 - Present
LPL Financial LLC (CHARLESTON SC)
VA
06/15/2002 - 10/21/2008
WACHOVIA SECURITIES, LLC (ROANOKE VA)
NC
07/07/2000 - 06/15/2002
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
NY
01/27/1989 - 07/12/2000
J.C. BRADFORD & CO. (NEW YORK NY)
NA
03/02/1984 - 02/06/1989
J.J.B. HILLIARD, W.L. LYONS, INC.
NA
12/27/1978 - 02/17/1984
J.C. BRADFORD & CO.
BC
Issued 11/20/1992
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/27/1991
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/02/1986
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/1982
Series 5 - Interest Rate Options Examination
BC
Issued 12/16/1978
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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