Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Clarissa? Claim Your ProfileClarissa Ann Navarro is a financial advisor with LPL Financial LLC, a firm with over $50 billion in assets under management. Clarissa has been in the financial industry since 2010 and holds both Series 63 and Series 66 licenses. She has previous experience with SAGEPOINT FINANCIAL, INC. and FIDELITY BROKERAGE SERVICES LLC. Clarissa provides portfolio management for both businesses and individuals and has a strong focus on financial planning and pension consulting.
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.
Guidance on pension options to ensure a secure financial future.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NH
02/03/2020 - Present
LPL Financial LLC (LONDONDERRY NH)
NH
05/21/2015 - 02/05/2020
SAGEPOINT FINANCIAL, INC. (LONDONDERRY NH)
NH
10/18/2010 - 04/13/2015
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
BOTH
Issued 04/02/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/22/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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