Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vanessa? Claim Your ProfileVanessa Navarro is a registered investment advisor representative with Fidelity Personal And Workplace Advisors. Vanessa has been in the financial services industry since July 2018 and has experience working with individuals, high-net-worth individuals, pension and profit-sharing plans, and corporations or other businesses. Vanessa holds the Series 7, Series 63, Series 65, and SIE licenses. Vanessa is licensed in Arizona, California, Nevada, New Mexico, Ohio, Pennsylvania, Texas, and Utah. Vanessa also provides financial planning, educational seminars, and selection of other advisors.
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.
1
2
CA
10/04/2023 - Present
Fidelity Personal AND Workplace Advisors (RANCHO CUCAMONGA CA)
CA
10/31/2018 - 08/08/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (RIVERSIDE CA)
CA
05/19/2018 - 09/24/2018
AXA ADVISORS, LLC (LOS ANGELES CA)
IA
Issued 11/13/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/12/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/24/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Vanessa Navarro is the right advisor for you? Invested Better is here to help.
