Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eugenia? Claim Your ProfileEugenia Grimmer is a financial advisor who has been in the industry since 2014. Eugenia is currently registered with First Citizens Investor Services, Inc. in Raleigh, North Carolina and has passed both Series 6 and Series 7 examinations. Previously, Eugenia was registered with TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC in New York, New York and Wells Fargo Clearing Services, LLC in Wilmington, North Carolina. Eugenia specializes in providing financial advice to a variety of clients, including individuals, families, and businesses. Eugenia has a proven track record of success in 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.
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
NC
01/24/2024 - Present
First Citizens Investor Services, Inc. (RALEIGH NC)
NY
06/14/2021 - 12/21/2023
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (NEW YORK NY)
NC
03/03/2014 - 05/12/2021
WELLS FARGO CLEARING SERVICES, LLC (WILMINGTON NC)
IA
Issued 08/14/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/11/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/2015
Series 7 - General Securities Representative Examination
BC
Issued 03/03/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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