Eugenio Belaval Tranum
Professional Summary
Eugenio Belaval Tranum, who also goes by Eugenio S Belaval, Eugenio Antonio Sbelaval, was a registered financial advisor. Eugenio was a previously registered financial professional and started their career in finance 1984 - 2014. Eugenio had worked at 3 firms and has passed the Series 65, Series 55, Series 15, Series 5, Series 3, Series 7, Series 24, Series 53 and Series 8 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Eugenio S Belaval, Eugenio Antonio Sbelaval
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
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Years of Experience
42 years in the financial services industry
Current & Past Employments
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Current Firm
PAINE WEBBER JACKSON & CURTIS INCORPORATED OF PUERTO RICO | UBS PAINEWEBBER INCORPORATED OF PUERTO RICO | UBS FINANCIAL SERVICES INCORPORATED OF PUERTO RICO | PAINEWEBBER INCORPORATED OF PUERTO RICO
Contact Information
Established
Puerto Rico since 04/05/1978Firm Type
CorporationFiscal Year End
DecemberDocuments
Direct owners and executive officers
Disclosures
Regulatory Event
8Arbitration
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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.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 55 — Limited Representative-Equity Trader Exam
Passed Oct 1999Series 15 — Foreign Currency Options Examination
Passed Oct 1997Series 5 — Interest Rate Options Examination
Passed Oct 1997Series 8 — General Securities Sales Supervisor Examination (Options Module & General Module)
Passed Dec 1989Similar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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