Fernando Navarro Castillo, financial advisor San Juan PR

Fernando Navarro Castillo

CRD Number: 5673679
Current Firm: Finanxial Investment Advisors, Corp

Fernando Navarro Castillo (CRD# 5673679) is an Investment Advisor Representative working at Finanxial Investment Advisors, Corp in San Juan, PR and has over 23 years of experience in the finance industry. Fernando Navarro Castillo has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Kovack Securities, Inc. Ft. Lauderdale, FL May 2009 - Current 15
Modernland Development, Corp San Juan, PR Feb 2005 - Current 19
Nq Realty, Corp San Juan, PR Jan 2001 - Current 23
Finanxial, Corp San Juan, PR Jan 2001 - Current 23
Finanxial Asset Management, Corp San Juan, PR Jan 2000 - Current 24
Navarro Castillo & Assoc, Psc San Juan, PR Feb 1996 - Current 28
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2000
Contact Info for Fernando A. Navarro Castillo
Phone Number: (787) 758-8234
Registered State(s):
  • PR
By the Numbers
  • Total Assets Under Management
    48
    MILLIONS
  • Total Number of Accounts
    116
    ACCOUNTS
  • Average Account Value
    $413,793
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States

PR

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