Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eugene? Claim Your ProfileEugene Rogatnik is a financial advisor with Global Retirement Partners LLC, based in San Rafael, CA. Eugene has been in the industry since March 4, 2017 and is currently registered with the state of Virginia as a Registered Investment Advisor. Eugene has experience in providing financial planning, pension consulting and selection of other advisors. Eugene also provides portfolio management for individuals and businesses.
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.
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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2
VA
12/11/2023 - Present
Global Retirement Partners LLC (Henrico VA)
CO
10/24/2022 - 11/29/2023
EMPOWER FINANCIAL SERVICES, INC. (GREENWOOD VILLAGE CO)
WI
07/16/2019 - 10/20/2022
LPL FINANCIAL LLC (MILWAUKEE WI)
WI
12/01/2016 - 04/02/2019
GWFS EQUITIES, INC. (Milwaukee WI)
BC
Issued 08/16/2019
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/27/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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