Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Esteban? Claim Your ProfileEsteban Vergara is a financial advisor with First Command Advisory Services. Esteban has been in the financial services industry since 2009 and is registered with the state of Florida as an investment advisor representative. Esteban is also a licensed securities representative in Alabama, Florida, Georgia, Illinois, and North Carolina. First Command Advisory Services is a financial services firm that provides financial planning, investment management, and other advisory services to individuals and families. The firm has a strong focus on serving military families.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
FL
12/15/2015 - Present
First Command Advisory Services (Shalimar FL)
BC
Issued 04/16/2009
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/06/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/13/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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