Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip A. Navarro is a registered representative with Cetera Investment Advisers LLC, located in New Orleans, Louisiana. Philip Navarro has 1 year of experience in the securities industry. Philip A. Navarro is also registered as an Investment Advisor Representative in Louisiana. Philip A. Navarro is a Registered Representative with Cetera Investment Advisers LLC. Philip A. Navarro has been with Cetera Investment Advisers LLC since August 2022. Prior to joining Cetera Investment Advisers LLC, Philip A. Navarro was with Hancock Whitney Investment Services Inc. for 1 year. Philip A. Navarro is a Private Banker at Hancock Whitney.
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.
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.
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2
LA
08/10/2022 - Present
Cetera Investment Advisers LLC (NEW ORLEANS LA)
LA
06/22/2021 - 08/10/2022
HANCOCK WHITNEY INVESTMENT SERVICES INC. (NEW ORLEANS LA)
BOTH
Issued 08/27/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/22/2021
Series 7TO - General Securities Representative Examination
BC
Issued 12/18/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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