Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Javier? Claim Your ProfileJavier Vargas is a financial professional with over 20 years of experience in the financial industry. Javier has held various positions at prominent firms such as Morgan Stanley and UBS Financial Services Inc. Javier is currently registered with IPG Investment Advisors, LLC as an Investment Advisor Representative (IAR). Javier is also a registered representative of IPG Investment Advisors, LLC. Javier has a broad range of experience in the investment sector.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
May select advise on and/or offer private funds and limited partnerships and/or provide family office 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.
Fees calculated based on the performance of your investments relative to a benchmark.
Family office, service , finder's fees $ 12b1 fees via afflt
1
2
CA
01/12/2023 - Present
IPG Investment Advisors, LLC (SAN DIEGO CA)
TX
05/25/2012 - 06/23/2021
MORGAN STANLEY (Houston TX)
TX
01/01/2010 - 06/04/2012
UBS FINANCIAL SERVICES INC. (HOUSTON TX)
TX
08/06/2004 - 01/01/2010
UBS INTERNATIONAL INC. (HOUSTON TX)
TX
04/15/2003 - 07/20/2004
BBVA BANCOMER SECURITIES INTERNATIONAL, INC. (HOUSTON TX)
IA
Issued 01/05/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/05/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/06/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/2010
Series 3 - National Commodity Futures Examination
BC
Issued 04/14/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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