Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vicente? Claim Your ProfileVicente Vargas is a financial advisor in Tucson, AZ. Vicente is registered with Avantax Advisory Services and has been in the industry for over 10 years. Vicente holds a Series 66, Series 7TO, and SIE licenses. Vicente specializes in providing financial planning and investment advisory services to both individuals and businesses. Vicente is also a tax manager for a public accounting firm, giving Vicente a unique understanding of the tax implications of investment 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.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
AZ
12/01/2022 - Present
Avantax Advisory Services (TUCSON AZ)
BOTH
Issued 11/21/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/12/2022
Series 7TO - General Securities Representative Examination
BC
Issued 06/06/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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