Unclaimed
Jennifer Jill Vargas is a financial advisor with SPC. Jennifer has been in the financial industry since February 3, 1999, and is registered to provide investment advice in multiple states. Jennifer holds the Series 7 and Series 63 securities licenses, as well as the SIE. She is also a Chartered Financial Consultant. Jennifer has experience working with individuals, businesses, pension plans, and charitable organizations. Jennifer provides financial planning, investment management, and consulting services.
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.
Consultation 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.
A percentage of the total value of assets under management is charged.
Seminar attendance fees
1
2
CA
05/09/2024 - Present
SPC (Ridgecrest CA)
CA
12/07/2001 - 11/02/2023
COMMONWEALTH FINANCIAL NETWORK (RIDGECREST CA)
TX
01/14/2000 - 12/10/2001
NFP SECURITIES, INC. (AUSTIN TX)
VT
01/22/1999 - 12/31/1999
EQUITY SERVICES, INC. (MONTPELIER VT)
BC
Issued 05/11/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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