Eugene Klesser is a registered investment advisor, based in York, PA, with 28 years of industry experience.
Location
1605 E Market St, York, PA, 17403
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Eugene works as an associate/employee supporting the financial advisor practice of Jeffrey A. Gay, CFP. This takes about half of Eugene's time, including about a quarter of his time during trading hours.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
February 2025 - Present · 1 yr 3 mos
Raymond James Financial Services, INC.Broker
February 2025 - Present · 1 yr 3 mos
Previous Registrations
J.P. Morgan Securities LLC
December 2024 - February 2025 · 2 mos
J.P. Morgan Securities LLCBroker
December 2024 - February 2025 · 2 mos
Triad Advisors LLCBroker
November 2018 - September 2023 · 4 yrs 10 mos
Onedigital Investment Advisors
September 2018 - September 2023 · 5 yrs
LPL Financial LLCBroker
November 2010 - November 2018 · 8 yrs
Independent Financial Partners
November 2010 - November 2018 · 8 yrs
Nrp Advisors, INC.
August 2009 - December 2010 · 1 yr 4 mos
Nrp Financial, INC.Broker
July 2009 - November 2010 · 1 yr 4 mos
NFP Securities, INC.Broker
January 2007 - August 2009 · 2 yrs 7 mos
Gbs Retirement Services, INC.Broker
March 1999 - December 2006 · 7 yrs 9 mos
Prudential Securities IncorporatedBroker
September 1996 - January 1999 · 2 yrs 4 mos
State Registrations1 state
PA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.