Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gene? Claim Your ProfileGene Andrew Eckstein is a registered investment advisor representative (IAR) with Osaic Wealth, Inc. located in Scottsdale, Arizona. Gene has been in the financial services industry since 2010 and holds Series 6, 7, 63, and 65 licenses. Gene has a history of working with clients in the state of Minnesota and Arizona and specializes in financial planning, pension consulting, and portfolio management for businesses and individuals. Gene's previous experience includes working for Park Avenue Securities LLC, Securities America, Inc., and MML Investors 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.
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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AZ
06/14/2024 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
MN
09/15/2015 - 11/01/2017
SECURITIES AMERICA, INC. (EDINA MN)
MN
11/29/2012 - 09/03/2015
PARK AVENUE SECURITIES LLC (MINNEAPOLIS MN)
MN
11/01/2010 - 10/18/2012
MML INVESTORS SERVICES, LLC (MINNEAPOLIS MN)
IA
Issued 02/03/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/12/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/01/2017
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/2015
Series 7 - General Securities Representative Examination
BC
Issued 10/29/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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