Unclaimed
Eugene Richard Weber is a financial professional with over 20 years of experience in the financial services industry. Eugene is currently registered with MMA Securities LLC and MMA Asset Management LLC. Eugene has a wide range of experience and holds the Series 66, Series 7, Series 6TO and SIE licenses. Eugene has previously held positions at PURSHE KAPLAN STERLING INVESTMENTS, LPL FINANCIAL LLC, NRP FINANCIAL, INC., WALNUT STREET SECURITIES, INC., AMERICAN EXPRESS FINANCIAL ADVISORS INC. and IDS LIFE INSURANCE COMPANY. Eugene specializes in retirement planning and provides advisory services to retirement plan participants.
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.
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.
Advisory services to retirement plan participants
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.
Based on assets under advisement or per capita
1
2
MA
05/28/2019 - Present
MMA Securities LLC (Boston MA)
PA
11/20/2014 - 01/27/2020
PURSHE KAPLAN STERLING INVESTMENTS (Plymouth Meeting PA)
PA
11/30/2010 - 11/17/2014
LPL FINANCIAL LLC (PLYMOUTH MEETING PA)
PA
03/30/2007 - 11/30/2010
NRP FINANCIAL, INC. (PLYMOUTH MEETING PA)
PA
12/11/2003 - 04/20/2007
WALNUT STREET SECURITIES, INC. (BERWYN PA)
MN
11/14/2000 - 10/31/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
11/14/2000 - 10/31/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 12/05/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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