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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 Zappitelli is a financial advisor currently registered with LPL Financial LLC in New Albany, Ohio. Eugene has been in the industry since 1985 and has held previous positions with MetLife Securities Inc. and Metropolitan Life Insurance Company. Eugene is also a registered Investment Advisor and has a broad range of experience in providing investment advice to individuals, businesses, and other clients. Eugene has a variety of professional designations and credentials, including the Series 6, 7, 8, 9, 10, 24, 63 and 65 licenses. Eugene also has a strong commitment to community involvement and serves as a board member for the Plain Township Ohio.
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.
Consulting and other non-discretionary advisory services
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.
1
2
OH
03/23/2001 - Present
LPL Financial LLC (NEW ALBANY OH)
MA
11/14/1986 - 08/14/1998
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
11/08/1985 - 08/14/1998
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 12/06/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/13/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/04/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 02/04/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/1997
Series 7 - General Securities Representative Examination
BC
Issued 11/07/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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