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Gene Potes

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Financial Planner in North Charleston, SC

Address:
8550 Refuge Point Cir
North Charleston, SC 29420
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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:

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  • Financial Planning Services

Industry Specialties

  • No Industry Specialties

Contact Information

Address:

Gene Potes
8550 Refuge Point Cir
North Charleston, SC 29420

Phone Number: Click to Show
Website:

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