Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eugene? Claim Your ProfileEugene Bridgewater is a financial advisor with over 9 years of experience in the industry. Eugene is currently registered with Raymond James Financial Services Advisors, Inc. and holds Series 66, SIE and Series 7 licenses. Eugene is also registered in 14 states for both securities and investment advisory services. Eugene is affiliated with Bridgewater Wealth Management LLC, Oak Crest Advisors and Oak Crest Insurance Agency. Raymond James Financial Services Advisors, Inc. is a firm that provides financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses and individuals, and hourly & fixed rate consultations.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
CO
07/14/2022 - Present
Raymond James Financial Services Advisors, Inc. (Steamboat Springs CO)
CO
12/16/2013 - 07/15/2022
EDWARD JONES (STEAMBOAT SPRINGS CO)
BOTH
Issued 01/04/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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