Unclaimed
Gene Leslie Cushman is a financial professional with over 20 years of experience in the industry. Gene is currently registered with Wallachbeth Capital LLC and holds Series 7, 55, 57TO, and SIE licenses as well as a Series 63 license. Gene has previously worked with Amerivest Partners, LLC and Heights Partners, Inc.. Gene is registered in Illinois, Massachusetts, New Jersey, New York, and Pennsylvania.
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.
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.
1
2
NJ
03/25/2009 - Present
Wallachbeth Capital LLC (JERSEY CITY NJ)
NY
01/14/2004 - 01/02/2009
AMERIVEST PARTNERS, LLC (NEW YORK NY)
NY
01/14/2004 - 04/13/2004
AMERIVEST PARTNERS, LLC (NEW YORK NY)
NY
09/22/2003 - 01/06/2004
HEIGHTS PARTNERS, INC. (NEW YORK NY)
BC
Issued 07/13/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/2013
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 03/24/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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