Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jenny? Claim Your ProfileJenny Andrea Navas is a financial advisor with BCI Securities, Inc., having over 11 years of experience in the financial services industry. Jenny has a Series 66, Series 7 and SIE licenses and is registered in Florida and New York. Jenny is also registered as an investment advisor representative in Florida. Jenny previously worked at VALLEY FINANCIAL MANAGEMENT, INC. and is experienced in financial planning and portfolio management for businesses and individuals.
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.
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
FL
11/17/2023 - Present
BCI Securities, Inc. (Coral Gables FL)
FL
12/09/2011 - 10/12/2023
VALLEY FINANCIAL MANAGEMENT, INC. (AVENTURA FL)
BOTH
Issued 03/14/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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