Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yajaira? Claim Your ProfileYajaira Vargas is an investment advisor representative registered with Fidelity Personal And Workplace Advisors. Yajaira has been in the financial industry since March 20, 2018. Yajaira is registered with FINRA and is licensed to provide investment advice in Connecticut, Florida, Nevada, New Jersey, New York, Pennsylvania and Tennessee. Yajaira is a licensed investment advisor representative in New York. Yajaira Vargas has passed the Series 66, Series 9, Series 10, SIE and Series 7 examinations. Yajaira Vargas specializes in retirement planning, estate planning, college planning, and financial planning.
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.
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.
1
2
NY
08/18/2021 - Present
Fidelity Personal AND Workplace Advisors (GARDEN CITY NY)
NY
01/10/2018 - 05/26/2021
J.P. MORGAN SECURITIES LLC (BALDWIN NY)
BOTH
Issued 03/15/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/30/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/19/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/10/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Yajaira Vargas is the right advisor for you? Invested Better is here to help.
