Unclaimed
Michael Varga is a financial advisor with Eq Wealth Management. Michael has been in the industry for over 20 years and holds Series 66, SIE, and Series 7 licenses. Michael has experience working with a variety of clients including high-net-worth individuals, charitable organizations, and pooled investment vehicles. Michael's previous firms include J.P. Morgan Securities LLC, Chase Investment Services Corp., TCF Investments, Inc., and AXA Advisors, LLC.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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WA
02/05/2018 - Present
EQ Wealth Management (BELLEVUE WA)
WA
10/01/2012 - 09/21/2016
J.P. MORGAN SECURITIES LLC (SAMMAMISH WA)
WA
11/16/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (SAMMAMISH WA)
IL
05/28/2007 - 07/09/2010
CHASE INVESTMENT SERVICES CORP. (NAPERVILLE IL)
MN
02/28/2002 - 08/29/2005
TCF INVESTMENTS, INC. (MINNEAPOLIS MN)
NY
12/01/2000 - 09/10/2001
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 12/27/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/21/2016
SIE - Securities Industry Essentials Examination
BC
Issued 11/30/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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