Michael J. Eugenio
Professional summary
Michael Joseph Eugenio, CFP®, who also goes by Mike J Eugenio, is a registered financial advisor currently at EUGENIO FINANCIAL located in Tigard, Oregon.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Michael has worked at 4 firms and has passed the Series 65, Series 63, Series 31, Series 7, Series 6 and Series 30 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Michael Joseph Eugenio's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2008
Experience
February 12, 2007 - Present
EUGENIO FINANCIAL
January 3, 2005 - September 28, 2010
CAMBRIDGE INVESTMENT RESEARCH, INC.
February 16, 2000 - December 31, 2004
PACIFIC WEST SECURITIES, INC.
May 3, 1994 - February 15, 2000
VOYA FINANCIAL ADVISORS, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/14/2019)
(7/24/2014)
Exams
Current Firm
EUGENIO FINANCIAL
CRD#: 143260 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 148 |
| AUM (Assets Under Management) | $ 37,831,000 |
Red Flags
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