Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alejandra? Claim Your ProfileAlejandra Navarro is a financial professional with over 8 years of experience in the industry. Alejandra is currently registered with Corecap Advisors, a firm that provides investment advisory services to individuals, businesses, and pension plans. Alejandra has a Series 6, Series 63, and Series 65 license, and has been involved in selling, administering, prospecting, and providing customer service in the financial services industry. Prior to joining Corecap Advisors, Alejandra was registered with Ameritas Investment Corp and CCF Investments, Inc. Alejandra has experience providing financial planning, portfolio management for businesses and individuals, and educational seminars.
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.
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2
TX
02/22/2022 - Present
Corecap Advisors (North Richland Hills TX)
TX
06/21/2017 - 11/13/2019
AMERITAS INVESTMENT CORP. (North Richland Hills TX)
GA
11/11/2014 - 06/21/2017
CCF INVESTMENTS, INC. (GREENSBORO GA)
IA
Issued 02/17/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/21/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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