Unclaimed
Rodrigo Navarrete larico is a financial advisor at Morgan Stanley, a firm that manages over $1.4 trillion in assets. Rodrigo is registered to provide investment advice in all 50 states, as well as the District of Columbia, Puerto Rico and the Virgin Islands. He is currently located in Alpharetta, Georgia, but also has experience working in other locations. Rodrigo's expertise includes a range of investment products and services, providing financial planning, portfolio management, pension consulting, and asset allocation advice to individuals, businesses, and institutions.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
GA
09/05/2023 - Present
Morgan Stanley (Alpharetta GA)
GA
03/24/2023 - 09/05/2023
E*TRADE SECURITIES LLC (ALPHARETTA GA)
BC
Issued 04/19/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/24/2023
Series 7TO - General Securities Representative Examination
BC
Issued 02/21/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Rodrigo Navarrete larico is the right advisor for you? Invested Better is here to help.