Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Antonio? Claim Your ProfileAntonio Navarro is a registered representative with Credit Union Investment Services, located in Raleigh, NC. Antonio has been in the financial services industry for over 10 years and has a strong understanding of the needs of his clients. Antonio is a highly skilled and experienced advisor, and is dedicated to providing his clients with personalized financial advice.
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.
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
NC
07/12/2023 - Present
Credit Union Investment Services (Raleigh NC)
BOTH
Issued 07/12/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/04/2024
Series 24 - General Securities Principal Examination
BC
Issued 03/14/2023
Series 7TO - General Securities Representative Examination
BC
Issued 06/15/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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