Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gene? Claim Your ProfileGene Foley is a financial advisor with over 40 years of experience in the financial services industry. Gene is currently registered with LPL Financial LLC and has been in the business since 1981. Gene specializes in providing a variety of financial services, including financial planning, portfolio management, and educational seminars. Gene's previous experience includes working with Wells Fargo Advisors, LLC, Ameriprise Financial Services, Inc., Morgan Stanley Smith Barney, Citigroup Global Markets Inc., and A.G. Edwards & Sons, Inc. Gene is committed to providing personalized service and helping clients achieve 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.
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.
1
2
OR
12/01/2021 - Present
LPL Financial LLC (PORTLAND OR)
WA
06/13/2016 - 12/07/2021
WELLS FARGO CLEARING SERVICES, LLC (VANCOUVER WA)
WA
04/21/2011 - 06/15/2016
AMERIPRISE FINANCIAL SERVICES, INC. (VANCOUVER WA)
OR
06/01/2009 - 04/29/2011
MORGAN STANLEY SMITH BARNEY (PORTLAND OR)
OR
10/11/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (PORTLAND OR)
OR
04/10/1984 - 10/17/2006
A. G. EDWARDS & SONS, INC. (PORTLAND OR)
NA
06/01/1982 - 04/27/1984
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
11/23/1981 - 06/15/1982
BIRR, WILSON & CO., INC.
NA
02/23/1981 - 06/08/1982
M. S. WIEN & CO., INC.
BOTH
Issued 01/08/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/06/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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