Unclaimed
Dawn Navarro is a financial professional with over 29 years of experience in the industry. Dawn is currently registered with MML Investors Services, LLC and has been with the firm since September 12, 2013. Previously, Dawn was registered with FBT INVESTMENTS, INC. and HIBERNIA INVESTMENTS, L.L.C. Dawn is licensed in 53 states and holds several professional designations.
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.
Asset allocation programs
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.
Solicitors fees
1
2
LA
09/12/2013 - Present
MML Investors Services, LLC (METAIRIE LA)
LA
06/14/2005 - 09/18/2013
FBT INVESTMENTS, INC. (NEW ORLEANS LA)
LA
10/13/1993 - 05/27/2005
HIBERNIA INVESTMENTS, L.L.C. (NEW ORLEANS LA)
BC
Issued 12/06/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/24/2015
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/21/2003
Series 27 - Financial and Operations Principal Examination
BC
Issued 10/22/1997
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/1995
Series 7 - General Securities Representative Examination
BC
Issued 10/11/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Dawn Navarro is the right advisor for you? Invested Better is here to help.