Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eugene? Claim Your ProfileEugene Richardson is a financial advisor registered with Wells Fargo Advisors Financial Network, LLC. Eugene is also a registered investment advisor. Eugene is licensed to provide financial advice in 36 states and holds the Series 63, Series 65, and Series 66 licenses. Eugene has been in the financial industry since 1993.
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.
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.
Investment consulting services to institutional clients
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.
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2
NY
05/13/2019 - Present
Wells Fargo Advisors Financial Network, LLC (ROCHESTER NY)
NY
02/27/2009 - 05/10/2019
WELLS FARGO CLEARING SERVICES, LLC (PITTSFORD NY)
NY
12/08/1993 - 03/19/2009
CITIGROUP GLOBAL MARKETS INC. (ROCHESTER NY)
BOTH
Issued 01/13/2023
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/20/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/10/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/16/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/06/1994
Series 3 - National Commodity Futures Examination
BC
Issued 12/07/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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