Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jack? Claim Your ProfileJack George Varcados is a financial advisor with over 20 years of experience in the industry. Jack is registered with LPL Financial LLC and holds licenses to provide investment advice in Texas. Jack is a graduate of [remove this if no educational information is available] and has a strong track record of helping clients reach their financial goals. Jack has previously worked with Morgan Stanley DW INC. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. In addition to his financial services, Jack also offers tax preparation, accounting, and bookkeeping services. Jack's experience and expertise allow him to provide a comprehensive approach to financial planning.
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.
Consulting and other non-discretionary advisory services
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.
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2
TX
04/06/2009 - Present
LPL Financial LLC (HOUSTON TX)
TX
09/12/2003 - 04/07/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HOUSTON TX)
NY
09/01/2000 - 09/15/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 11/21/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/06/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 08/31/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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