Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eugene? Claim Your ProfileEugene Vincent Wehrheim is a financial advisor registered with Nations Financial Group, Inc., based in Cedar Rapids, Iowa. Eugene has been in the financial services industry since September 15, 1987 and holds several professional licenses, including Series 6, 7, 63, and 65. Eugene has extensive experience in providing financial planning and portfolio management services for individuals, businesses, and retirement plans. Eugene also offers advisory services for pension plans and selection of other advisors. Eugene specializes in serving high-net-worth individuals, individuals other than high-net-worth, charitable organizations, corporations or other businesses, pension and profit sharing plans, and insurance companies. Eugene is committed to providing personalized financial guidance to help clients achieve 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.
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.
1
2
IA
02/22/2023 - Present
Nations Financial Group, Inc. (CEDAR RAPIDS IA)
IA
04/03/1989 - 03/16/1998
AEGON USA SECURITIES INC. (CEDAR RAPIDS IA)
NA
09/16/1987 - 04/27/1989
PERPETUAL INVESTMENT ASSOCIATES
IA
Issued 12/29/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/27/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/1988
Series 7 - General Securities Representative Examination
BC
Issued 09/15/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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