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Manuel Alejandro Navarro

Ongoing Wealth Management

Key Largo, FL

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Current Employers
Ongoing Wealth Management

Key Largo, FL • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-04-29
  • FL RA
    APPROVED
    Since 2026-04-29

Branch Locations

Key Largo, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameriprise Financial Services, Inc. Key Largo FL 05/2013 07/2022
Omw Llc D/B/A Ongoing Wealth Management Key Largo FL 06/2022 Present
Purshe Kaplan Sterling Investments Albany NY 07/2022 02/2025
  • 05/2013 → 07/2022
    Ameriprise Financial Services, Inc.
    Key Largo, FL
  • 06/2022 → Present
    Omw Llc D/B/A Ongoing Wealth Management
    Key Largo, FL
  • 07/2022 → 02/2025
    Purshe Kaplan Sterling Investments
    Albany, NY
Previous Registrations
Other Businesses

1) PKS Financial / investment related - Yes /80 State Street, Albany NY 12207 / Fixed / Traditional Insurance / Agent / 07/2022 / 5 / 8 / Sales of Fixed / Traditional insurance products 2) Fixed Insurance / investment related - Yes / 70 Bahama Ave Key Largo, FL 33037 / Fixed / Traditional Insurance / Agent / 06/2022 / 5 / 5 / Sales of Fixed / Traditional insurance products 3) BabyQuip \ Investment Related - No \ 176 Pearl Ave, Tavernier, FL 33070 \ Baby Rental Equipment \ Owner \ 8/1/2023 \ 1 \ 0 \ I help with the delivery and pick up of baby rental equipment.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-12-16
  • S66 Uniform Combined State Law Examination
    2015-12-16

View on SEC IAPD

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