Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rock? Claim Your ProfileRock Edward Navamuel is a financial advisor at Fidelity Personal And Workplace Advisors. Rock is based in Coral Gables, FL and has been working in the financial industry since 1993. Rock is registered to provide investment advice in 22 states and is also a registered representative of Fidelity Brokerage Services, Inc. Rock is a Series 7, Series 24, and Series 31 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.
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
FL
09/11/2022 - Present
Fidelity Personal AND Workplace Advisors (CORAL GABLES FL)
FL
03/14/2014 - 06/05/2020
HSBC SECURITIES (USA) INC. (MIAMI BEACH FL)
FL
09/13/2012 - 03/03/2014
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CORAL GABLES FL)
FL
12/18/2012 - 01/08/2013
LPL FINANCIAL LLC (MIRAMAR FL)
FL
02/27/2008 - 08/24/2012
SUNTRUST INVESTMENT SERVICES, INC. (MIAMI FL)
FL
11/20/2007 - 02/28/2008
TD AMERITRADE, INC. (FT. LAUDERDALE FL)
FL
07/21/1995 - 10/10/2007
CHARLES SCHWAB & CO., INC. (CORAL GABLES FL)
RI
10/17/1994 - 07/17/1995
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
TX
03/18/1993 - 11/16/1994
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
CO
01/25/1993 - 02/26/1993
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
BOTH
Issued 01/24/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/26/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/01/2023
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/28/2008
Series 23 - General Securities Principal Sales Supervisor
BC
Issued 03/25/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 01/21/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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