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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Navarro is a financial advisor with Commonwealth Financial Network. Steven is a registered representative with over 30 years of experience in the financial industry. Steven has offices in Danvers, MA. Steven has been registered with the state of Massachusetts since 1996, and also holds licenses in 19 other states. Steven's expertise spans a wide range of financial planning services, including retirement planning, investment management, and college savings.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MA
03/03/1999 - Present
Commonwealth Financial Network (DANVERS MA)
NA
04/19/1996 - 05/13/1996
COMMONWEALTH EQUITY SERVICES, INC.
GA
11/20/1989 - 04/24/1996
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 02/04/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/04/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/14/1993
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/2000
Series 7 - General Securities Representative Examination
BC
Issued 11/17/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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