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EA

Eugene Arnold

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CRD#: 7523
EA

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 Arnold JR was a registered financial professional .

Eugene is a previously registered financial professional and started their career in finance in 1966. Eugene had worked at 5 firms and has passed the Series 63 and PC exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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

September 28, 1993 - December 2, 2003

PHILADELPHIA CORPORATION FOR INVESTMENT SERVICES

BD
CRD#: 15275
WAYNE, PA
Past

January 6, 1992 - September 22, 1993

OPPENHEIMER & CO. INC.

BD
CRD#: 249
NEW YORK, NY
Past

May 1, 1989 - December 31, 1991

W.H. NEWBOLD'S SON & CO., INC.

BD
CRD#: 7575
Past

December 14, 1973 - May 1, 1989

HOPPER SOLIDAY & CO., INC.

BD
CRD#: 409
Past

April 6, 1966 - December 14, 1973

HOPPER SOLIDAY BROOKE SHERIDAN INC

BD
CRD#: 1000005

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: 1/6/1994
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
PC
Date: 2/4/1981
AMEX Put and Call Exam

Current Firm


PC
PHILADELPHIA CORPORATION FOR INVESTMENT SERVICES
H F G, LTD. | WILLOW INVESTMENT SERVICES | PHILADELPHIA CORPORATION FOR INVESTMENT SERVICES | HUGGINS CAPITAL MARKETS, INC.

CRD#: 15275 / SEC#: , 8-31934

BD
Terminated by SEC on 04/02/2007
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Contact information


Main Address
Mailing Address
Phone number
Established
Pennsylvania since 05/15/1984
Firm type
Corporation
Fiscal year end
June
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
UVEST FINANCIAL SERVICES GROUP, INC.SHAREHOLDER13787
ARNOLD, DAN HOGAN JRDIRECTOR2557410
BALDASSARI, PHILIP JOSEPHSENIOR VICE PRESIDENT705809
BLUEFELD, FREDERICK AUGUSTVICE PRESIDENT1077653
CARR, JAN ROBERTPRESIDENT, CEO,CHIEF COMPLIANCE OFFICER, COMPLIANCE REGISTERED OPTIONS PRINCIPAL1180822
COUGHEY, DONNA MARIEDIRECTOR
KELLY, MATTHEW DANIELDIRECTOR4361186
PAYNE, TERRI LYNNFINOP1355533
RAFFETY, RICHARD WAYNESENIOR VICE PRESIDENT, DIRECTOR370067
WALKER, VERNON CHARLESSENIOR VICE PRESIDENT457384
WILLOW GROVE BANK CORPOPTION OWNER

Disclosures


Regulatory Event1

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


PHILADELPHIA CORPORATION FOR INVESTMENT SERVICES

CRD#: 15275

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