Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gene? Claim Your ProfileGene Panasenko is a financial advisor with over 20 years of experience in the financial services industry. Gene is currently registered as a broker-dealer with Moloney Securities Asset Management LLC and an investment advisor representative in New York. Gene is also a Series 7, 10, 9, 63, and 65 licensed professional. Gene has worked at several firms throughout their career, including LPL Financial LLC, HSBC Securities (USA) Inc., HSBC Brokerage (USA) Inc., CITICORP INVESTMENT SERVICES, PRUDENTIAL SECURITIES INCORPORATED, GAINES, BERLAND INC., and DUKE & CO., INC. Gene is dedicated to providing clients with personalized financial advice and investment strategies that meet their individual needs and 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.
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
MO
02/09/2021 - Present
Moloney Securities Asset Management LLC (MANCHESTER MO)
NY
02/17/2011 - 03/28/2017
LPL FINANCIAL LLC (NEW YORK NY)
NY
01/01/2005 - 03/01/2011
HSBC SECURITIES (USA) INC. (NEW YORK NY)
NY
04/17/2003 - 01/01/2005
HSBC BROKERAGE (USA) INC. (NEW YORK NY)
NY
10/21/2002 - 04/02/2003
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NY
03/19/1998 - 10/21/2002
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
07/02/1997 - 02/20/1998
GAINES, BERLAND INC. (BETHPAGE NY)
NY
11/12/1996 - 06/11/1997
DUKE & CO., INC. (NEW YORK NY)
IA
Issued 04/08/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/15/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/07/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/15/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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