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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eugene? Claim Your ProfileEugene Robert Akerberg is a financial advisor with Charter Oak Capital Management, an investment advisor headquartered in Portsmouth, New Hampshire. Eugene has been a registered investment advisor since 2003, and has worked in the financial services industry since 1990. Eugene has a Series 6, Series 7, Series 24 and Series 63 and has passed the SIE exam. Eugene is also a Certified Financial Planner. Eugene focuses on providing financial planning, portfolio management for businesses and individuals, and educational seminars. Eugene's firm, Charter Oak Capital Management, manages assets for individuals, high-net-worth individuals, and charitable organizations.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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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NH
10/28/2003 - Present
Charter OAK Capital Management (PORTSMOUTH NH)
ME
01/14/2005 - 08/12/2019
PURSHE KAPLAN STERLING INVESTMENTS (KENNEBUNK ME)
AZ
09/13/1996 - 01/14/2005
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
TX
07/26/1990 - 09/16/1996
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
IA
Issued 05/22/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/13/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/21/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/1993
Series 7 - General Securities Representative Examination
BC
Issued 07/13/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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