Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Emily? Claim Your ProfileEmily Navaro is a financial advisor at Fidelity Personal And Workplace Advisors in Covington, Kentucky. Emily has been a registered representative since 2021. Emily is licensed in multiple states and holds the Series 66, Series 63, Series 9, Series 10, Series 7TO and SIE licenses. Emily provides financial planning, educational seminars, and portfolio management for individuals and businesses. Emily also has experience in securities sales and supervision. Emily is committed to helping her clients achieve their financial goals.
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.
1
2
KY
06/17/2021 - Present
Fidelity Personal AND Workplace Advisors (COVINGTON KY)
BOTH
Issued 06/10/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/08/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/11/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/25/2021
Series 7TO - General Securities Representative Examination
BC
Issued 02/18/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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