Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eugene? Claim Your ProfileEugene Ray Charles is a registered investment advisor representative with Raymond James & Associates, Inc. in St. Petersburg, Florida. Eugene has over 12 years of experience in the financial services industry, with a background that includes roles at USAA Financial Advisors, Inc., Lion Street Financial, LLC, and Franklin Templeton Distributors, Inc. Eugene holds the Series 6, 7, 63, and 65 licenses.
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.
Please see note in schedule d - miscellaneous
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
FL
07/19/2024 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
FL
07/30/2018 - 08/03/2021
LION STREET FINANCIAL, LLC (TAMPA FL)
FL
07/07/2016 - 07/19/2018
USAA FINANCIAL ADVISORS, INC. (TAMPA FL)
FL
04/06/2011 - 06/21/2016
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (ST. PETERSBURG FL)
IA
Issued 08/28/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/10/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/28/2024
Series 7TO - General Securities Representative Examination
BC
Issued 03/28/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/2013
Series 7 - General Securities Representative Examination
BC
Issued 04/05/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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