Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rita? Claim Your ProfileRita Navarro is a registered representative with Newbridge Financial Services Group, Inc. Rita has been in the financial industry since 2024. Rita is registered in California. Rita has passed the Series 66, Series 7TO, and SIE exams. Rita also has experience in tax preparation, bookkeeping, insurance sales and Uber Eats driving.
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.
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.
Promoter fees
1
2
CA
07/10/2024 - Present
Newbridge Financial Services Group, Inc. (SAN DIEGO CA)
BOTH
Issued 07/03/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/04/2024
Series 7TO - General Securities Representative Examination
BC
Issued 11/11/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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