Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eugene? Claim Your ProfileEugene Robert Pender is an investment advisor representative with Coppell Advisory Solutions LLC. Eugene has been in the financial services industry since 1987 and is registered in Florida. Eugene specializes in portfolio management for individuals and businesses, and offers financial planning services. Eugene has a strong background in insurance and previously worked with several other firms including Sammons Securities Company LLC, MetLife Securities Inc. and ING Financial Partners, Inc.
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.
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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FL
01/01/2025 - Present
Coppell Advisory Solutions LLC (Debary FL)
FL
12/14/2006 - 10/22/2012
SAMMONS SECURITIES COMPANY, LLC (CLEARWATER FL)
FL
03/21/2005 - 12/13/2006
METLIFE SECURITIES INC. (ORLANDO FL)
FL
03/21/2005 - 12/13/2006
METROPOLITAN LIFE INSURANCE COMPANY (ORLANDO FL)
CT
08/29/2001 - 03/23/2005
ING FINANCIAL PARTNERS, INC. (WINDSOR CT)
MN
03/14/2001 - 09/28/2001
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
CT
03/03/1987 - 03/15/2001
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
IA
Issued 09/26/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/18/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/15/2003
Series 7 - General Securities Representative Examination
BC
Issued 02/26/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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