Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Vargo is a financial professional with over 20 years of experience in the industry. Stephen is currently registered with State Farm Investment Management Corp. Stephen has a broad range of experience in the financial services industry, including experience with Fifth Third Securities, Inc., Chase Investment Services Corp., J.J.B. Hilliard, W.L. Lyons, Inc., First of Michigan Corporation, and Olde Discount Corporation. Stephen has also passed the Uniform Securities Agent State Law Examination, the Uniform Combined State Law Examination and the Uniform Investment Adviser Law Examination. Stephen is committed to providing his clients with the highest level of service and expertise.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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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2
MI
12/04/2018 - Present
State Farm Investment Management Corp. (Wyandotte MI)
MI
11/15/2007 - 05/24/2013
FIFTH THIRD SECURITIES, INC. (WOODHAVEN MI)
MI
10/24/2006 - 10/23/2007
CHASE INVESTMENT SERVICES CORP. (RIVERVIEW MI)
KY
11/07/1997 - 09/03/2002
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
MI
01/03/1997 - 11/17/1997
FIRST OF MICHIGAN CORPORATION (DETROIT MI)
MI
02/22/1996 - 01/21/1997
OLDE DISCOUNT CORPORATION (DETROIT MI)
IA
Issued 12/04/2018
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 11/02/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/28/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/2006
Series 7 - General Securities Representative Examination
BC
Issued 02/21/1996
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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