Gene Zrinyi
Financial Advisor
Gene is a Wintersville, OH native and a 1994 graduate of Indian Creek High School. His passion for finance began at 18 when he bought his first stock.
Gene began his career in financial services in 1998 interning at Scottsdale Securities. This is when his desire to help others pursue their financial goals started to grow. He spent nearly 20 years helping investors at Scottrade before becoming an independent advisor at Equitable Advisors where he began to focus on financial planning and other aspects of the financial planning process such as tax strategies, retirement income and risk management. In 2021, Gene relocated back to the Steubenville area to join Tri-State Financial Services.
When not working Gene enjoys hiking and fishing.
Designations and degrees
Gene received his bachelor’s in business administration majoring in Finance from Kent State University. He also holds a master’s in business administration with a concentration in finance from Colorado State University.
Business experience
Gene has over 20 years of experience in financial advising helping clients in many areas including investing, retirement planning, education savings, life insurance, long-term care insurance, and group retirement and benefits.
Licensing
Gene holds his series 7, 24, 63, and 66 registrations with FINRA and his life, health, and annuity license.