Unclaimed
Martin Navarro is a financial advisor registered with Ameriprise Financial Services, LLC in Baton Rouge, LA. Martin has been in the financial services industry for 25 years and has been registered with Ameriprise for over 15 years. Martin's experience includes working at IDS Life Insurance Company in Minneapolis, MN for 7 years before joining Ameriprise. Martin is licensed to sell securities in 20 states including Alabama, Arkansas, California, Florida, Illinois, Kansas, Louisiana, Mississippi, New York, North Carolina, North Dakota, Oklahoma, Tennessee, Texas, Vermont, Virginia, Washington, and Wisconsin. Martin holds both Series 63 and Series 7 licenses. In addition, Martin holds a Series 6 license which enables Martin to sell investment products such as variable annuities and mutual funds. Martin is a Board Member of a company in Baton Rouge.
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.
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.
Asset allocation 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.
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
LA
10/03/2006 - Present
Ameriprise Financial Services, LLC (BATON ROUGE LA)
MN
07/10/1998 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 10/20/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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