Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gene? Claim Your ProfileGene Dongieux is a financial advisor with Ariadne Wealth Management, LP. Gene has been in the financial services industry since 1983. Gene is registered with the state of California. Gene Dongieux is a registered Investment Advisor Representative. Gene has expertise in portfolio management for individuals and financial planning.
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.
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.
A percentage of the total value of assets under management is charged.
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2
CA
11/24/2014 - Present
Ariadne Wealth Management, LP (SANTA BARBARA CA)
CA
05/09/1997 - 10/30/2001
MERCER GLOBAL SECURITIES LLC (IRVINE CA)
NA
09/23/1983 - 07/03/1986
SCHARFF & JONES, INC.
BC
Issued 06/17/1996
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/16/1990
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/11/1996
Series 24 - General Securities Principal Examination
BC
Issued 01/25/1996
Series 7 - General Securities Representative Examination
BC
Issued 08/25/1989
Series 2 - Non-Member General Securities Examination
Active
Inactive
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