Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Vargas is a financial advisor with Edward Jones. He is licensed to offer securities advice in California and Texas. Robert is committed to providing financial guidance that helps his clients reach their goals, and he uses a variety of methods, including financial planning, pension consulting, and portfolio management, to help his clients. Robert has been in the financial services industry since 2016 and has experience working with a variety of clients, including individuals, families, businesses, and non-profit organizations. He holds the Series 7, Series 63, and Series 66 securities licenses. Robert is dedicated to providing his clients with the personalized attention and expertise they need to make informed financial decisions.
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.
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.
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.
See schedule d - miscellaneous
1
2
CA
01/25/2024 - Present
Edward Jones (GLENDORA CA)
NJ
01/04/2022 - 05/05/2022
ADP BROKER-DEALER, INC. (ROSELAND NJ)
NY
03/04/2021 - 01/03/2022
PAYCHEX SECURITIES CORPORATION (ROCHESTER NY)
BOTH
Issued 06/18/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/23/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/26/2022
Series 7TO - General Securities Representative Examination
BC
Issued 03/04/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/08/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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