Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aaron? Claim Your ProfileAaron Navarrete is a financial advisor currently registered with Frost Investment Services in West Lake Hills, Texas. Aaron has been in the industry since 2012 and previously worked at J.P. MORGAN SECURITIES LLC, CHASE INVESTMENT SERVICES CORP. and METLIFE SECURITIES INC.. Aaron holds Series 7 and Series 66 licenses and the SIE exam. Aaron specializes in providing portfolio management services to both individuals and businesses.
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.
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.
A percentage of the total value of assets under management is charged.
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2
TX
01/27/2022 - Present
Frost Investment Services (West Lake Hills TX)
TX
10/01/2012 - 09/11/2019
J.P. MORGAN SECURITIES LLC (BEE CAVE TX)
CA
08/10/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (ANAHEIM CA)
CA
01/30/2012 - 06/11/2012
METLIFE SECURITIES INC. (LOS ANGELES CA)
BOTH
Issued 04/04/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/27/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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