Jesse
Navarrete
Excel Wealth Management, LLC
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About this Advisor
Jesse Navarrete is a financial advisor based in Greenville, North Carolina, working with Excel Wealth Management, LLC. Jesse has previously held positions at Mechanicville Schools, Downtown Health And Fitness, Planet Fitness, Axa Advisors, Peddlers Bistro, Foresters Financial, Scott, Stackrow & Company, Cahaba Safeguard Administrators LLC, Excel Wealth Management, LLC, Robert Half, Make It Easy Financial, and Hartwick College. Jesse has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in North Carolina. Currently, Jesse is part of Excel Wealth Management, LLC, which operates out of Greenville, North Carolina. The firm has 5 offices and 10 employees. The firm manages assets totaling $232.7 million. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Excel Wealth Management, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Excel Wealth Management, LLC Brokerage Details
$232,703,491
10
232
$1,003,032
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Jesse Navarrete Work History
Excel Wealth Management, LLC
Make It Easy Financial
Cahaba Safeguard Administrators LLC
Robert Half
Scott, Stackrow & Company
Foresters Financial
Planet Fitness
Axa Advisors
Peddlers Bistro
Downtown Health And Fitness
Hartwick College
Mechanicville Schools
Disclosures
Please visit the SEC profile of Jesse Navarrete to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Excel Wealth Management, LLC
Manchester, CT
Manchester, CT
Manchester, CT
Manchester, CT
Manchester, CT
Manchester, CT
Manchester, CT
Greenville, NC
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