Eugene Ganeles

Current Employers

Employment History

• 01/2005 → Present
  Ganeles & Associates
  Monterey, CA
• 10/2011 → 09/2025
  Avantax Investment Services
  Monterey, CA
• 01/2013 → 09/2025
  Avantax Advisory Services
  Monterey, CA
• 06/2020 → 09/2025
  Avantax Insurance Agency, Llc
  Monterey, CA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Monterey, CA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2013-01-17 → 2025-09-05
  Avantax Advisory Services
  Carmel, CA
  Monterey, CA

Other Businesses

1) Fiduciary Appointment-Trustee~'NIR'~2600 Garden Rd, Suite 111~Monterey~CA~93940~10/26/2012~1hrs~0hrs~Safeguard assets in accordance with trust documents, file tax returns, review bank activities 2) CPA Connect~'NIR'~104 N. Main St., 5th FL~Gainsville~FL~32601~Accounting~Other~1/1/2010~1hrs~0hrs~Member of CPA Connect, works with small firms on the accounting side, attend meetings, network 3) Ganeles & Associates~'NIR'~60 Garden Court, Ste. 200~Monterey~CA~93940~Tax Preparation/Accounting~Owner/Sole Proprietor~1/1/2005~160hrs~120hrs~President/Owner of CPA firm 4) Monterey Penninsula Chamber of Commerce~'NIR'~243 El Dorado St #200~Monterey~CA~93940~Other~Other~1/1/2011~1hrs~0hrs~Member of organization, attends meetings, network 5) Rotary Club of Monterey #633~'NIR'~1 Old Golf Course Road~Monterey~CA~93940~Other~Other~1/1/2008~1hrs~0hrs~Attend meetings about once a month.

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-12-18
• S63 Uniform Securities Agent State Law Examination
  2012-02-28