Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexander? Claim Your ProfileAlexander Navarro is a financial advisor with Truist Advisory Services, Inc. Alexander has been in the financial services industry since January 11, 1997. Alexander is registered with the Securities and Exchange Commission as an investment advisor representative and is a registered representative of FINRA. Alexander is also licensed to sell securities in the following states: California, Florida, Georgia, New Hampshire, New York, North Carolina, Pennsylvania, Texas and Washington. Alexander has a wide range of experience in the financial services industry, including experience in portfolio management, financial planning, and investment advisory services.
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.
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.
Wrap fee product and financial profiling services using desktop software
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
FL
04/09/2019 - Present
Truist Advisory Services, Inc. (BAL HARBOUR FL)
NJ
08/11/1994 - 12/06/1994
FIRST INVESTORS CORPORATION (EDISON NJ)
NA
02/10/1989 - 04/17/1989
COLLEGE RETIREMENT EQUITIES FUND
NA
01/01/1987 - 12/06/1988
KIDDER, PEABODY & CO. INCORPORATED
IA
Issued 12/22/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/25/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/12/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 06/21/1999
Series 7 - General Securities Representative Examination
BC
Issued 08/10/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/22/1988
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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