FN
Fernando A. Navarro Castillo
FINANXIAL INVESTMENT ADVISORS, CORP
San Juan, PR 00927
Some features on this profile are disabled
CRD#: 5673679
FN
Professional summary
Fernando Antonio Navarro Castillo, CFP®, who also goes by Fernando Antonio Navarro, Fernando Navarro, Fernando Antonio Navarro-castillo, Fernando Navarro Castillo, is a registered financial advisor currently at FINANXIAL INVESTMENT ADVISORS, CORP located in San Juan, and KOVACK SECURITIES INC. located in San Juan, .
Fernando is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2009. Fernando has worked at 2 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Fernando Antonio Navarro | Fernando Navarro | Fernando Antonio Navarro-Castillo | Fernando Navarro Castillo
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) FINANXIAL INVESTMENT ADVISERS, CORP - 121 AVE DE DIEGO, SAN JUAN, PR 00927; INVESTMENT RELATED; INVESTMENT ADVISOR, PRESIDENT, INVESTMENTS ALLOCATION, ASSET MANAGEMENT, FINANCIAL PLANNING SERVICES; 40% OF TIME SPENT 2) NAVARRO MORGADO & ASSOCIATES, PSC - 121 AVE DE DIEGO, SAN JUAN, PR 00927; CPA FIRM; NON INVESTMENT RELATED; PRESIDENT; AUDIT AND COMPILATION REVISIONS; 4% OF TIME SPENT 3) FINANXIAL CORP - AVE DE DIEGO #121, URB. SAN JUAN, P.R. 00927; CONSULTING, ACCOUNTING, TAXATION; NON- INVESTMENT RELATED; PRESIDENT, CONSULTING REVIEW TAX WORK AND GENERAL ADMINISTRATION; 32% OF TIME SPENT 4) NQ REALTY CORP. - 121 AVE DE DIEGO, SAN JUAN, PR 00927; REAL ESTATE; NON INVESTMENT RELATED; PRESIDENT; FINANCE AND ADMINISTRATION; 1% OF TIME SPENT. 5) FINANXIAL INSURANCE - 121 AVE DE DIEGO, SAN JUAN, PR 00927; GENERAL INSURANCE AGENCY FOR FIXED INSURANCE, PRESIDENT, MANAGEMENT AND AUTHORIZED AGENT, 1% OF TIME SPENT, COMPENSATED BY COMMISSIONS. 6) FIRST PROCESSING, LLC - 121 AVE DE DIEGO, SAN JUAN, PR 00927; SALES AND MARKETING OF ELECTRONIC PROCESSING DEVICES AND SERVICES; NON-INVESTMENT RELATED; VICE-PRESIDENT, SUPERVISE FINANCE MATTERS, 1% OF TIME SPENT 7) BPAS TRUST COMPANY OF PUERTO RICO, INC. - VIG TOWER, 1225 PONCE DE LEON AVE, SUITE 804 SAN JUAN, PR; NON-INVESTMENT RELATED; PROVIDE PR TRUST EXPERTISE IN CORPORATE POLICY; DIRECTOR; 1% OF TIME SPENT. 8) FX IT SOFTWARE, CORP. - 121 AVE DE DIEGO, SAN JUAN, PR 00927; INFORMATION TECHNOLOGY; COMPUTER APP. SALES AND DEVELOPMENT; NON-INVESTMENT RELATED; PARTNER; 1% OF TIME SPENT 9) FINANXIAL IT, CORP. - 121 AVE DE DIEGO, SAN JUAN, PR 00927; INFORMATION TECHNOLOGY; NON- INVESTMENT RELATED; PARTNERS; 1% OF TIME SPENT 10) FX ADVISORS LLC - 9525 BLIND PASS #1004, ST. PETER BEACH, FL 33706; INVESTMENT RELATED; ACCOUNTING, TAXES AND CONSULTING SERVICES; PRESIDENT; 2% OF TIME SPENT. 11) FINANXIAL PREMIER - 121 AVE DE DIEGO, SAN JUAN, PR 00927; INVESTMENT RELATED; BUSINESS MANAGEMNT, ADVISORY AND CONSULTING; PRESIDENT; 15 HOURS/MONTH OF TIME SPENT; 15 HOURS/MONTH OF TIME SPENT DURING TRADING HOURS. 12) FUNDACION HOGAR NINITO JESUS, INC. - BARRIO, 2.7 KM, SAN JUAN, PR 00725; NON-INVESTMENT RELATED; START DATE JULY 1, 2020; NON PROFIT ORGANIZATION PROVIDING SHELTER TO ABUSED CHILDREN; BOARD OF DIRECTORS MEMBER; 1 HOUR/MONTH DEVOTED TO OTHER BUSINESS; LESS THAN 1 HOUR/MONTH SPENT BUSINESS SECURITIES TRADING HOURS.
CRS (Client Relationship Summary) - RIA
Click below to view Fernando Antonio Navarro Castillo's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1996
Experience
Current
January 27, 2020 - Present
FINANXIAL INVESTMENT ADVISORS, CORP
Office #1: 121 De Diego Avenue Urb. San Francisco, San Juan, PR 00927RIA
CRD#: 300350
San Juan, PR
Current
July 9, 2009 - Present
KOVACK SECURITIES INC.
Office #1: Ave De Diego #121 Urb. San Francisco, San Juan, PR 00927BD
CRD#: 44848
San Juan, PR
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Florida(10/17/2019)
RR
Puerto Rico(7/9/2009)
IAR
Puerto Rico(1/27/2020)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
Nasdaq Stock Market
Current Firm
FI
FINANXIAL INVESTMENT ADVISORS, CORP
FINANXIAL INVESTMENT ADVISORS, CORP
CRD#: 300350 / SEC#:
Puerto Rico
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Contact information
Main Address
121 De Diego Avenue Urb. San Francisco, San Juan, PR 00927
Mailing Address
P.o. Box 23063, San Juan, PR 00931-3063
Phone number
(787) 758-8234
Established
Firm type
Fiscal year end
# of Employees
6
Regulatory assets under management
| Total Number of Accounts | 122 |
| AUM (Assets Under Management) | $ 65,050,000 |
Red Flags
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