Triston R. Navarro
Professional summary
Triston Rafael Navarro, who also goes by Triston R Harless, Triston Rafaeh Harless, Triston Rafael Harless, Trison R Navarro, Triston Rafaeh Navarro, is a registered financial advisor currently at ZACKS INVESTMENT MANAGEMENT, INC. located in Chicago, Illinois.
Triston is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Triston has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Triston Rafael Navarro's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 15, 2021 - Present
ZACKS INVESTMENT MANAGEMENT, INC.
Office #1: 101 N. Wacker Drive Suite 1500, Chicago, IL 60606May 13, 2021 - August 17, 2021
EQUITABLE ADVISORS, LLC
December 10, 2020 - August 17, 2021
EQUITABLE ADVISORS, LLC
Primary Firm SEC Registration
ZACKS INVESTMENT MANAGEMENT, INC.
CRD#: 110897 / SEC#: 801-40592
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/15/2021)
Exams
Series 7TO
Date: 12/10/2020
General Securities Representative ExaminationCurrent Firm
ZACKS INVESTMENT MANAGEMENT, INC.
CRD#: 110897 / SEC#: 801-40592
Contact information
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 12,050 |
| AUM (Assets Under Management) | $ 12,414,372,511 |
Red Flags
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