Jesse Navarrete (CRD# 6596556) is an Investment Advisor Representative working at Excel Wealth Management, LLC in Greenville, NC and has over 7 years of experience in the finance industry.
CRD# 2128682
Carolina Financial Services Group, Inc.
CRD# 4216809
Edward Jones
CRD# 1106654
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Make It Easy Financial | Greenville, NC | Oct 2021 - Current | 2 |
| Excel Wealth Management, LLC | Greenville, NC | Sep 2021 - Current | 2 |
| Cahaba Safeguard Administrators LLC | Greenville, NC | Oct 2018 - Current | 5 |
| Unemployed | Greenville, NC | Jun 2018 - Oct 2018 | < 1 |
| Robert Half | Clifton Park, NY | Jan 2018 - Jun 2018 | < 1 |
| Scott, Stackrow & Company | Latham, NY | Jan 2017 - Jan 2018 | 1 |
| Foresters Financial | Latham, NY | May 2016 - Jan 2017 | < 1 |
| Hartwick College | Oneonta, NY | Sep 2012 - Jun 2016 | 3 |
| Mechanicville Schools | Mechanicville, NY | Sep 1999 - Jun 2016 | 16 |
| Axa Advisors | Clifton Park, NY | Dec 2015 - Jan 2016 | < 1 |
| Peddlers Bistro | Clifton Park, NY | Dec 2015 - Jan 2016 | < 1 |
| Planet Fitness | Clifton Park, NY | Jun 2015 - Aug 2015 | < 1 |
| Downtown Health And Fitness | Mechanicville, NY | Jun 2014 - Aug 2014 | < 1 |
| Jimmy T's | Oneonta, NY | Jan 2014 - Apr 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2016 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2021 |
- NC
-
Total Assets Under Management419MILLIONS
-
Total Number of Accounts234ACCOUNTS
-
Average Account Value$1,792,618
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AL, CA, CT, FL, MA, NC, NH, NJ, NY, RI, SC, TX, WY
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