Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Prentice? Claim Your ProfilePrentice Eugene Parr is a registered investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc., working in the Pasadena, CA office. Prentice has been in the industry since 2015 and has held licenses with both Merrill Lynch and J.P. MORGAN SECURITIES LLC. Prentice has a Series 7 and Series 66 securities license and the SIE exam. Prentice offers portfolio management for individuals and businesses, performance measurement reports, allocation modeling, IPS, research reports and services, pension consulting and educational seminars.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
CA
03/31/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (PASADENA CA)
CA
11/17/2020 - 04/01/2023
J.P. MORGAN SECURITIES LLC (LOS ANGELES CA)
CA
09/10/2015 - 11/19/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ONTARIO CA)
BOTH
Issued 11/10/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/2015
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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