Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Felipe? Claim Your ProfileFelipe Andre Zegarra is a registered investment advisor representative with Vanguard Advisers, Inc. Felipe has been in the industry for 5 years and has passed the Series 66, SIE and Series 7 exams. Felipe has a previous role with MORGAN STANLEY. Felipe works in the Malvern, PA branch of Vanguard Advisers, Inc. The firm provides financial planning, selection of other advisers, and portfolio management services for businesses and individuals.
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.
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.
A percentage of the total value of assets under management is charged.
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2
PA
08/30/2021 - Present
Vanguard Advisers, Inc. (Malvern PA)
NJ
07/30/2018 - 03/24/2021
MORGAN STANLEY (MT. LAUREL NJ)
BOTH
Issued 08/23/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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