Unclaimed
Pepe Nava is a financial professional with over 5 years of experience in the industry. Pepe is currently registered with Robinhood Financial, LLC and holds a Series 3, Series 4, Series 7 and Series 63 license. Pepe has previously held roles at Fidelity Brokerage Services LLC, USAA Financial Advisors, Inc., and TD Ameritrade, Inc.
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.
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.
1
2
FL
09/11/2020 - Present
Robinhood Financial, LLC (Lake Mary FL)
TX
03/11/2019 - 06/17/2019
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
TX
09/17/2018 - 11/19/2018
USAA FINANCIAL ADVISORS, INC. (ADDISON TX)
TX
05/05/2016 - 03/07/2018
TD AMERITRADE, INC. (Southlake TX)
BC
Issued 05/20/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/29/2021
Series 4 - Registered Options Principal Examination
BC
Issued 06/01/2024
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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