Cfp® Eugene Shvets

Financial Planning / Operations Specialist at Capitol Securities Management

Eugene Shvets, CFP®, serves as a Financial Planning / Operations Specialist at Capitol Securities Management Inc. since February 2019, showcasing extensive experience in financial services. Prior roles include Administrative Specialist at UGK Trading, Financial Advisor Associate at SageVest Wealth Management, and Senior Financial Consultant at Scottrade Inc (TD Ameritrade), where responsibilities included client relationship management and investment product selection. Eugene also worked as an Investment Consultant at Fidelity Investments and led branch offices as a Sr. Investment Consultant to Branch Manager at Scottrade Inc. Earlier career experiences involve supervision of student employees at George Mason University and technical support in computing labs. Eugene holds a Bachelor's degree in Russian Studies from George Mason University and a financial planning certificate from the University of Virginia and Kaplan Inc.

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