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Michael John Varga

EQ Wealth Management

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About Michael John Varga

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.

Firm Information

Michael Varga is currently registered with EQ Wealth Management. EQ Wealth Management is an investment advisor headquartered in with 6 investment adviser representatives. The firm has $593,745,099 in regulatory assets under management and provides services such as financial planning, educational seminars, selection of other advisors, portfolio management for individuals, and portfolio management for pooled investment vehicles. The firm primarily serves high-net-worth individuals and individuals other than high-net-worth individuals.

$593.75M

Assets Under Management

Not reported

Total Clients

9

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Michael Varga’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael John Varga.
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