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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 West is a financial advisor with over 25 years of experience. Eugene West is currently registered with J. W. Cole Advisors, Inc. in Tampa, FL. Previously, Eugene West was registered with SIGNATOR INVESTORS, INC., TRANSAMERICA FINANCIAL ADVISORS, INC, WORLD GROUP SECURITIES, INC., and RAYMOND JAMES & ASSOCIATES, INC. Eugene West holds Series 4, 7, 24, 52TO, 53, 55, and 63 licenses. Eugene West specializes in providing financial planning, portfolio management, and educational seminars to individuals, corporations, and charitable organizations. Eugene West offers a variety of advisory services including portfolio management for businesses and individuals, selection of other advisors, and hourly and fixed rate consulting.
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.
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.
Hourly & fixed rate consulting
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
FL
04/16/2018 - Present
J. W. Cole Advisors, Inc. (TAMPA FL)
FL
05/13/2016 - 11/22/2017
SIGNATOR INVESTORS, INC. (ST. PETERSBURG FL)
FL
01/05/1998 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (ST. PETERSBURG FL)
FL
03/26/2004 - 12/02/2010
WORLD GROUP SECURITIES, INC. (ST. PETERSBURG FL)
FL
05/14/2009 - 08/27/2009
TRANSAMERICA FINANCIAL ADVISORS, INC. (ST. PETERSBURG FL)
FL
07/24/1996 - 08/07/1997
SUNCOAST CAPITAL GROUP, LTD. (FT. LAUDERDALE FL)
FL
11/15/1993 - 07/19/1996
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
BC
Issued 01/31/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/28/2007
Series 4 - Registered Options Principal Examination
BC
Issued 10/29/2001
Series 24 - General Securities Principal Examination
BC
Issued 01/18/2000
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/2003
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 11/12/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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