Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Laura? Claim Your ProfileLaura Jo Navarro is an investment advisor representative who has been in the industry since 2000. Laura Jo is currently registered with Manchester Financial Inc. and has previously worked with Galt Financial Group, Inc., Woodbury Financial Services, Inc., AXA Advisors, LLC and MONY Securities Corporation. Laura Jo holds the Series 66, Series 7 and SIE exams and is a Certified Financial Planner. Laura Jo specializes in providing financial planning, portfolio management for individuals and businesses, and educational seminars.
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.
Consulting services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
CA
06/08/2015 - Present
Manchester Financial Inc. (WESTLAKE VILLAGE CA)
CA
09/09/2016 - 11/22/2016
GALT FINANCIAL GROUP, INC. (WESTLAKE VILLAGE CA)
CA
11/02/2005 - 07/10/2014
WOODBURY FINANCIAL SERVICES, INC. (SACRAMENTO CA)
NY
06/01/2005 - 11/07/2005
AXA ADVISORS, LLC (NEW YORK NY)
NY
03/12/2002 - 06/01/2005
MONY SECURITIES CORPORATION (NEW YORK NY)
NY
10/04/2000 - 02/14/2001
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 10/19/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/22/2016
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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