Melissa EugenioCRD Number: 3181832
Current Firm: Abd Retirement Services, Inc.
Melissa Eugenio (CRD# 3181832) is an Investment Advisor Representative working at Abd Retirement Services, Inc. in San Mateo, CA and has over 17 years of experience in the finance industry.
Altos Investments, Inc.
Jurika, Mills & Keifer, LLC
Lowery Thomas, LLC
|Abd Retirement Services, Inc.||San Mateo, CA||Jul 2012 - Current||4|
|Financial Telesis Inc.||San Rafael, CA||Jul 2012 - Dec 2014||2|
|Wells Fargo Insurance Services Investment Advisors, Inc.||Redwood City, CA||Jan 2010 - Jul 2012||2|
|Abd Financial Services, Inc.||Redwood City, CA||Jul 2003 - Dec 2009||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1999|
|S65||NASAA Investment Advisors Law Examination||Nov 2011|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Pension consulting services
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