Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eugene? Claim Your ProfileEugene Skic is a financial professional with over 40 years of experience in the industry. He is currently registered with Osaic Wealth, Inc. in New York. Eugene provides investment advice and financial planning services to individuals, families, and businesses. He also holds licenses in life and health insurance and annuities. Eugene has a diverse background with experience in multiple firms, including Securities America, Inc. and MONY Securities Corporation. His primary focus is on offering personalized financial advice and helping clients reach their financial goals.
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.
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
NY
06/14/2024 - Present
Osaic Wealth, Inc. (VICTOR NY)
NY
04/27/2005 - 06/14/2024
SECURITIES AMERICA, INC. (WEBSTER NY)
NY
06/17/2004 - 05/12/2005
MONY SECURITIES CORPORATION (NEW YORK NY)
OH
09/04/1998 - 06/08/2004
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
NY
03/15/1988 - 09/04/1998
ESSEX CAPITAL MARKETS, INC. (ROCHESTER NY)
CT
10/15/1993 - 06/30/1995
AETNA INVESTMENT SERVICES, INC. (WINDSOR CT)
CT
06/19/1983 - 10/15/1993
AETNA LIFE INSURANCE AND ANNUITY COMPANY (HARTFORD CT)
IA
Issued 02/08/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/27/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/1998
Series 7 - General Securities Representative Examination
BC
Issued 09/07/1990
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 06/21/1989
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 03/03/1982
Series 2 - Non-Member General Securities Examination
Active
Inactive
F
FINRA
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