Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eugenio? Claim Your ProfileEugenio Permuy is a financial advisor with UBS Financial Services Inc., with over 20 years of experience in the financial services industry. Eugenio has been registered with UBS since 2010. Prior to UBS, Eugenio was with UBS International Inc., Wachovia Securities, LLC, Prudential Securities Incorporated, and First Union Brokerage Services, Inc. Eugenio is currently registered in California, Florida, Massachusetts, Pennsylvania, Texas, Virgin Islands, and Wyoming. He holds Series 6, 7, and 63 licenses.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
FL
08/23/2021 - Present
UBS Financial Services Inc. (CORAL GABLES FL)
FL
01/27/2006 - 01/01/2010
UBS INTERNATIONAL INC. (CORAL GABLES FL)
MO
07/01/2003 - 01/30/2006
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
12/20/2000 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NC
12/10/1996 - 12/23/1998
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
BC
Issued 12/30/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/2000
Series 7 - General Securities Representative Examination
BC
Issued 12/09/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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