Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward George Vargo is a financial advisor with over 23 years of experience in the industry. Edward is currently registered with Cambridge Investment Research Advisors, Inc. and holds a Series 7, Series 66 and SIE license. Edward was previously registered with New England Securities and Ameriprise Financial Services, Inc. and worked with IDS Life Insurance Company. Edward has provided financial services to a range of clients, including individuals, families, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
OH
08/30/2013 - Present
Cambridge Investment Research Advisors, Inc. (WESTLAKE OH)
OH
11/12/2009 - 09/04/2013
NEW ENGLAND SECURITIES (WESTLAKE OH)
OH
01/17/2000 - 11/05/2009
AMERIPRISE FINANCIAL SERVICES, INC. (WESTLAKE OH)
MN
01/17/2000 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 05/19/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/13/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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