Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jesse? Claim Your ProfileJesse Navarrete is an investment advisor representative with Excel Wealth Management, LLC. Jesse has been in the financial services industry since 2016, and has a strong background in financial planning and portfolio management. Jesse is dedicated to helping individuals and families achieve their financial goals. Jesse also offers services to businesses and retirement plans.
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.
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.
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NC
04/28/2022 - Present
Excel Wealth Management, LLC (GREENVILLE NC)
NY
07/01/2016 - 01/05/2017
FORESTERS FINANCIAL SERVICES, INC. (LATHAM NY)
IA
Issued 08/27/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/14/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/05/2017
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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