Eugene SimoneCRD Number: 424636
Current Firm: Ameriprise Financial Services, LLC
Eugene Simone (CRD# 424636) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Providence, RI and has over 33 years of experience in the finance industry.
Integrated Wealth Concepts LLC
Ameriprise Financial Services, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Ameriprise Financial Services Inc.||Providence, RI||Feb 2020 - Current||2|
|Bank Of America, Na||Providence, RI||Sep 2009 - Feb 2020||10|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Providence, RI||Sep 1978 - Feb 2020||41|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1988|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management458,068MILLIONS
Total Number of Accounts1,860,870ACCOUNTS
Average Account Value$246,158
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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