Gene Potes
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Financial Planner in North Charleston, SC
Address:8550 Refuge Point Cir
North Charleston, SC 29420
About Gene Potes
Gene Potes is a financial professional at Merrill Lynch, Pierce, Fenner & Smith Incorporated located in North Charleston, South Carolina. Gene Potes holds an industry securities registration subject to FINRA oversight having passed securities examinations including S65, S66 and S7. Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
Gene Potes provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
Gene Potes8550 Refuge Point Cir
North Charleston, SC 29420
Phone Number:
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Website:
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