Unclaimed
Ricardo Navarro is a financial professional with over 2 years of experience in the financial services industry. Ricardo is currently registered with Park Avenue Securities LLC in Addison, Texas. Ricardo is a Series 63, SIE, and Series 6TO licensed representative.
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.
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.
1
2
TX
07/19/2024 - Present
Park Avenue Securities LLC (ADDISON TX)
WI
05/31/2021 - 04/30/2024
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
BC
Issued 04/23/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/29/2021
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Ricardo Navarro is the right advisor for you? Invested Better is here to help.