Unclaimed
George Vargas is an investment advisor representative with Vanguard Advisers, Inc. George is a Certified Financial Planner and has been in the industry since June 18, 2012. George is registered to provide investment advice in Arizona and Texas. Prior to joining Vanguard, George has worked at TD Ameritrade, USAA Financial Advisors, Inc., and Fidelity Brokerage Services LLC. George has a strong background in providing financial planning and portfolio management services to individuals, businesses, and pooled investment vehicles. George is dedicated to helping clients achieve their financial goals.
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
AZ
04/28/2022 - Present
Vanguard Advisers, Inc. (Scottsdale AZ)
TX
03/30/2022 - 04/02/2022
TD AMERITRADE, INC. (Southlake TX)
TX
11/09/2017 - 12/31/2017
TD AMERITRADE, INC. (FORT WORTH TX)
TX
11/19/2015 - 10/11/2017
USAA FINANCIAL ADVISORS, INC. (ADDISON TX)
TX
04/18/2012 - 10/22/2015
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
BC
Issued 04/20/2022
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 10/26/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/16/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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