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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eugenie? Claim Your ProfileEugenie Stackowitz is an investment advisor with over 27 years of experience in the financial services industry. Eugenie is currently registered with LPL Financial LLC, and is licensed in 51 states and 2 jurisdictions. Eugenie specializes in providing financial planning, portfolio management, and other advisory services to a wide range of clients. In addition to her work with LPL Financial, Eugenie has also worked with several other firms including BMO Harris Financial Advisors, Inc., Waddell & Reed, MML Investors Services, LLC, and Northwestern Mutual Investment Services, LLC.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
WI
03/24/2021 - Present
LPL Financial LLC (BROOKFIELD WI)
WI
08/02/2019 - 03/24/2021
BMO HARRIS FINANCIAL ADVISORS, INC. (BROOKFIELD WI)
MI
07/20/2018 - 04/09/2019
WADDELL & REED (BIRMINGHAM MI)
WI
04/15/2013 - 07/23/2018
MML INVESTORS SERVICES, LLC (WAUKESHA WI)
WI
12/24/2008 - 08/07/2009
AXA ADVISORS, LLC (MILWAUKEE WI)
WI
05/19/2004 - 04/01/2008
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
NY
10/14/2002 - 01/22/2003
MONY SECURITIES CORPORATION (NEW YORK NY)
CT
12/14/2001 - 05/02/2002
SCHWAB CAPITAL MARKETS L.P. (STAMFORD CT)
IL
09/14/2000 - 10/02/2001
MESIROW FINANCIAL, INC. (CHICAGO IL)
CT
04/08/1998 - 09/07/2000
SCHWAB CAPITAL MARKETS L.P. (STAMFORD CT)
NY
10/22/1996 - 01/15/1998
CANTOR FITZGERALD & CO. (NEW YORK NY)
NY
10/18/1995 - 10/01/1996
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
TX
02/25/1993 - 03/22/1994
THE PRINCIPAL/EPPLER, GUERIN & TURNER, INC. (DALLAS TX)
MO
09/04/1990 - 08/31/1992
EVEREN SECURITIES, INC. (ST. LOUIS MO)
NA
08/18/1989 - 09/04/1990
BLUNT ELLIS & LOEWI INCORPORATED
NA
03/22/1984 - 04/04/1988
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 07/19/2018
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 08/22/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/06/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/16/2003
Series 27 - Financial and Operations Principal Examination
BC
Issued 09/17/2003
Series 4 - Registered Options Principal Examination
BC
Issued 09/12/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/26/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 11/19/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/2013
Series 7 - General Securities Representative Examination
BC
Issued 03/02/1999
Series 55 - Limited Representative-Equity Trader Exam
Active
Inactive
F
FINRA
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