Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jose? Claim Your ProfileJose Antonio Navarro is an Investment Advisor Representative with Newbridge Financial Services Group, Inc. located in BOCA RATON, FL. Jose Antonio Navarro has been in the financial industry for over 30 years. Jose Antonio Navarro is registered to provide investment advice in California. Jose Antonio Navarro has been with Newbridge Financial Services Group, Inc. since May 2024, prior to that Jose Antonio Navarro was with Independent Financial Group, LLC in Los Angeles, CA. Before that, Jose Antonio Navarro was with LPL Financial LLC, Mutual Service Corporation, Brookstreet Securities Corporation, Securities West, Inc. and Fortis Investors, Inc.. Jose Antonio Navarro specializes in providing Financial Planning, Portfolio Management for Individuals and Portfolio Management for Businesses.
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.
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.
Promoter fees
1
2
FL
05/23/2024 - Present
Newbridge Financial Services Group, Inc. (BOCA RATON FL)
CA
12/07/2017 - 08/15/2023
INDEPENDENT FINANCIAL GROUP, LLC (Los Angeles CA)
CA
09/08/2009 - 12/13/2017
LPL FINANCIAL LLC (LOS ANGELES CA)
CA
07/05/2007 - 09/08/2009
MUTUAL SERVICE CORPORATION (LOS ANGELES CA)
CA
02/21/1995 - 07/12/2007
BROOKSTREET SECURITIES CORPORATION (LOS ANGELES CA)
CA
08/16/1993 - 02/28/1995
SECURITIES WEST, INC. (SANTA ANA CA)
MN
06/27/1992 - 08/17/1993
FORTIS INVESTORS, INC. (OAKDALE MN)
IA
Issued 01/28/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/26/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/1993
Series 7 - General Securities Representative Examination
BC
Issued 06/19/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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