Denise Navarrete (CRD# 6793599) is an Investment Advisor Representative working at Prudential Financial Planning Services in Austin, TX and has over 5 years of experience in the finance industry.
CRD# 4431657
Pbl Wealth Management
CRD# 5872877
Orchard Financial
CRD# 4734244
Prudential Financial Planning Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Prudential Insurance Company Of America | San Antonio, TX | Nov 2020 - Current | 3 |
| Pruco Securities LLC | San Antonio, TX | Nov 2020 - Current | 3 |
| Northwestern Mutual Wealth Management Company | Milwaukee, WI | Jan 2019 - Oct 2020 | 1 |
| Northwestern Mutual Investment Services LLC | San Antonio, TX | Sep 2017 - Oct 2020 | 3 |
| Northwestern Mutual Life Insurance Company | Milwaukee, WI | Jul 2017 - Oct 2020 | 3 |
| Randolph Brooks Federal Credit Union | Live Oak, TX | Mar 2016 - Jun 2017 | 1 |
| Jordan Ford Ltd | San Antonio, TX | Mar 2013 - Mar 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2018 |
| S65 | NASAA Investment Advisors Law Examination | May 2022 |
- TX
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Total Assets Under Management14,029MILLIONS
-
Total Number of Accounts106,737ACCOUNTS
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Average Account Value$131,438
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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