Unclaimed
Eugene Reginald Johnson is a financial advisor who has been working in the industry since 2007. Currently, Eugene is registered with Truist Advisory Services, Inc. in Florida. Eugene is also registered as an Investment Advisor Representative in Florida. Eugene has several designations including Series 7, Series 63, Series 66, Series 52TO, SIE, Series 24, Series 4, and Series 53 licenses. Eugene has previously worked with TIAA-CREF Individual & Institutional Services, LLC, Cambridge Investment Research, Inc., Citi, IFP Securities, LLC, and Independent Financial Partners.
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.
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.
Wrap fee product and financial profiling services using desktop software
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
FL
07/27/2021 - Present
Truist Advisory Services, Inc. (TAMPA FL)
FL
09/08/2020 - 07/16/2021
IFP SECURITIES, LLC (TAMPA FL)
GA
10/29/2018 - 03/09/2020
CAMBRIDGE INVESTMENT RESEARCH, INC. (NORCROSS GA)
NC
10/08/2010 - 10/24/2018
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)
NC
10/23/2009 - 10/08/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHARLOTTE NC)
NC
04/07/2009 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (CHARLOTTE NC)
NC
11/15/2007 - 03/18/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (CHARLOTTE NC)
NC
02/12/2007 - 10/26/2007
E*TRADE SECURITIES LLC (CHARLOTTE NC)
BOTH
Issued 09/03/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/22/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/08/2020
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/29/2020
Series 4 - Registered Options Principal Examination
BC
Issued 01/11/2019
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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