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Eugene Sherman

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CRD#: 1126969
ES

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Eugene Sherman, who also goes by Eugene Sherman, was a registered financial professional .

Eugene is a previously registered financial professional and started their career in finance in 1983. Eugene had worked at 10 firms and has passed the Series 63, Series 6 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Eugene Sherman

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

February 23, 2005 - July 9, 2007

METROPOLITAN LIFE INSURANCE COMPANY

BD
CRD#: 4095
MESA, AZ
Past

February 23, 2005 - March 6, 2012

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
TEMPE, AZ
Past

April 11, 2003 - March 1, 2005

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

BD
CRD#: 611
OMAHA, NE
Past

May 4, 2001 - February 28, 2003

SIGNATOR INVESTORS, INC.

BD
CRD#: 468
BOSTON, MA
Past

March 17, 1997 - May 1, 1997

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY

BD
CRD#: 5181
BOSTON, MA
Past

March 17, 1997 - February 23, 1998

SIGNATOR INVESTORS, INC.

BD
CRD#: 468
BOSTON, MA
Past

March 1, 1996 - September 10, 1996

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
SPRINGFIELD, MA
Past

July 20, 1995 - March 1, 1996

G. R. PHELPS & CO., INC.

BD
CRD#: 173
Past

August 10, 1993 - July 6, 1995

VOYA FINANCIAL ADVISORS, INC.

BD
CRD#: 2882
WINDSOR, CT
Past

December 4, 1986 - July 15, 1993

GREEN HILL FINANCIAL SERVICE CORPORATION

BD
CRD#: 4882
Past

December 13, 1983 - September 5, 1986

J. ROBBINS SECURITIES, INC.

BD
CRD#: 13084
Past

April 20, 1983 - December 13, 1983

GREEN HILL FINANCIAL SERVICE CORPORATION

BD
CRD#: 4882

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 4/28/2001
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


ML
METROPOLITAN LIFE INSURANCE COMPANY
METROPOLITAN LIFE INSURANCE COMPANY

CRD#: 4095 / SEC#: , 8-14901

BD
Terminated by SEC on 07/09/2007
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Contact information


Main Address
Mailing Address
Phone number
Established
New York since 03/24/1968
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
METLIFE, INC.100% SHAREHOLDER
BARNETTE, CURTIS HANDLEYDIRECTOR
DOLE, BURTON ADIRECTOR
GRISE, CHERYLDIRECTOR
HALPERIN, JEFFREY PAULCHIEF COMPLIANCE OFFICER, INVESTMENT ADVISER & ANTI-MONEY LAUNDERING OFFICER2899327
HENRIKSON, CARL ROBERTCHIEF EXECUTIVE OFFICER, PRESIDENT & CHAIRMAN OF THE BOARD243239
HOLTZER, DAVID MICHAELCHIEF COMPLIANCE OFFICER, BROKER DEALER4345697
HOUGHTON, JAMES RICHARDSONDIRECTOR
JOURNY, TIMOTHY LYONSSENIOR VICE PRESIDENT AND GENERAL AUDITOR
KAMEN, HARRY PAULDIRECTOR1545937
KANDARIAN, STEVEN ALBERTEXECUTIVE VICE PRESIDENT & CIO
KAPLAN, HELENE LDIRECTOR
KEANE, JOHN M.DIRECTOR
KILTS, JAMESDIRECTOR
LEIGHTON, CHARLESDIRECTOR
LIPSCOMB, JAMES LOUISEXECUTIVE VICE PRESIDENT & GENERAL COUNSEL
MATHEWS, SYLVIADIRECTOR
MULLANEY, WILLIAM JOSEPHPRESIDENT, INSTITUTIONAL BUSINESS2641484
PRICE, HUGH BERNARDDIRECTOR
REIN, CATHERINE AMELIASENIOR EXECUTIVE VICE PRESIDENT AND CHIEF ADMINISTRATIVE OFFICER2605134
SICCHITANO, KENTON JOSEPHDIRECTOR
STEERE, WILLIAM CAMPBELLDIRECTOR
TOPPETA, WILLIAM JOHNPRESIDENT, INTERNATIONAL2835140
VIETRI, MICHAEL JOSEPHEXECUTIVE VICE PRESIDENT1068983
WEBER, LISA MPRESIDENT, INDIVIDUAL BUSINESS
WHEELER, WILLIAM JAMESEXECUTIVE VICE PRESIDENT & CHIEF FINANCIAL OFFICER1208521

Disclosures


Regulatory Event11
Civil Event1
Arbitration6

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


METROPOLITAN LIFE INSURANCE COMPANY

CRD#: 4095

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