Eugene Charles Paquette

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2004 → Present
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 07/2004 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 03/2012 → Present
  Eugene Paquette
  Bolingbrook, IL
• 01/1990 → Present
  Paquette Financial Services;
  Bolingbrook, IL

Previous Registrations

• 1998-02-09 → 2004-07-02
  Genworth Financial Planning Corporation
  Bolingbrook, IL

Other Businesses

1)NAME OF OTHER BUSINESS: PAQUETTE FINANCIAL SERVICES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: INVESTMENTS AND INSURANCE; START DATE: 01/1990; POSITION/TITLE/RELATIONSHIP: SOLE PROPRIETOR / FINANCIAL ADVISOR; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: PROVIDE INVESTMENT AND RETIREMENT PLANNING, ASSIST INDIVIDUALS AND SMALL BUSINESSES WITH HEALTH INSURANCE NEEDS 2)NAME OF OTHER BUSINESS: EUGENE PAQUETTE; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: TAX; START DATE: 03/2012; POSITION/TITLE/RELATIONSHIP: TAX PREPARER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: PREPARE SIMPLE TAX RETURNS FOR 4-5 ELDERLY CLIENTS PER YEAR

Exams

• S63 Uniform Securities Agent State Law Examination
  1985-10-16

Other Names

• Gene Paquette
• Eugene C Paquette