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JESSE ROBERT NAVARRETE
CRD#: 6596556
IA
Investment Adviser
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Previous Broker
EXCEL WEALTH MANAGEMENT, LLCCRD#: 299602 GREENVILLE, NC
Registration History
20162017201820192020202120222023202420252026IAEXCEL WEALTH MANAGEMENT, LLC (CRD# 299602)2022 - Present (2 years)BFORESTERS FINANCIAL SERVICES, INC. (CRD# 305)2016 - 2017 (<1 year)
License(s)

State Registrations

IA
North Carolina 4/28/2022

Current Registration(s)
IA
EXCEL WEALTH MANAGEMENT, LLC (CRD#:299602)
GREENVILLE, NC
Registered with this firm since 4/28/2022

Previous Registration(s)
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07/01/2016 - 01/05/2017 FORESTERS FINANCIAL SERVICES, INC. (CRD#:305) LATHAM, NY
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Broker
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Investment Adviser
Disclosures
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