Unclaimed
Eugene Harris is a financial advisor with over 30 years of experience in the industry. Eugene is a registered representative of Osaic Wealth, Inc. and has been associated with the firm since January 2025. Eugene holds a Series 7, Series 24, and Series 63 license. Eugene provides financial planning and investment management services to individuals, businesses, and retirement plans. Eugene also offers insurance products such as fixed and indexed annuities, accident, health, disability, long-term care, and traditional life insurance.
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
CT
01/24/2025 - Present
Osaic Wealth, Inc. (NORTH HAVEN CT)
NH
06/02/1989 - 07/08/2000
POLARIS FINANCIAL SERVICES, INC. (CONCORD NH)
NA
05/20/1988 - 06/09/1989
J. T. MORAN & CO., INC.
NA
05/22/1984 - 05/20/1988
BUTTONWOOD SECURITIES CORPORATION OF MASSACHUSETTS
BC
Issued 10/05/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/13/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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