Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michele? Claim Your ProfileMichele Navarro is a financial advisor with over 8 years of experience in the industry. Currently, Michele is registered with Dimensional Fund Advisors LP. Michele is a registered investment advisor and holds Series 6, 7, 63, and 65 licenses. Previously, Michele was registered with Pacific Investment Management Company LLC, and Capital Group American Funds. Michele specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
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
TX
12/14/2022 - Present
Dimensional Fund Advisors LP (AUSTIN TX)
TX
04/23/2021 - 11/25/2022
PIMCO INVESTMENTS LLC (Austin TX)
TX
06/13/2019 - 04/12/2021
AMERICAN FUNDS DISTRIBUTORS, INC. (SAN ANTONIO TX)
AZ
09/22/2014 - 05/17/2019
MML INVESTORS SERVICES, LLC (PHOENIX AZ)
AZ
09/22/2014 - 05/17/2019
MML STRATEGIC DISTRIBUTORS, LLC (Phoenix AZ)
IA
Issued 11/01/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/28/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/04/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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