Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eugenio? Claim Your ProfileEugenio Orestes Retana is a financial advisor who has been in the industry since 2005. Currently, Eugenio works with Merrill Lynch, Pierce, Fenner & Smith Inc. and is registered in Florida and Texas. Prior to joining Merrill Lynch, Pierce, Fenner & Smith Inc., Eugenio was associated with CITI PRIVATE ADVISORY, LLC, CITIGROUP GLOBAL MARKETS INC., and CITICORP INVESTMENT SERVICES. Eugenio has passed the Series 63, Series 66, Series 7, and SIE exams. Eugenio provides financial advice to individuals, businesses, corporations, insurance companies, investment companies, charitable organizations, pension and profit-sharing plans, state or municipal government entities and more.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
FL
03/14/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (CORAL GABLES FL)
FL
03/28/2017 - 03/01/2022
CITI PRIVATE ADVISORY, LLC (MIAMI FL)
FL
05/29/2007 - 03/01/2022
CITIGROUP GLOBAL MARKETS INC. (MIAMI FL)
FL
10/06/2005 - 05/29/2007
CITICORP INVESTMENT SERVICES (MIAMI FL)
BOTH
Issued 06/27/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/20/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/2005
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Eugenio Retana is the right advisor for you? Invested Better is here to help.
