Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Gary Rey is a financial advisor with over 30 years of experience in the industry. He is currently registered with Osaic Wealth, Inc. and has a broad range of experience in providing financial advice to a diverse clientele, including individuals, families, and businesses. David Rey is committed to providing personalized financial guidance and helping his clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
NY
10/11/2024 - Present
Osaic Wealth, Inc. (Holbrook NY)
NY
05/14/1996 - 09/13/2001
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
OH
02/10/1995 - 05/01/1996
MFI INVESTMENTS CORP. (BRYAN OH)
NJ
09/30/1992 - 01/13/1995
FIRST MONTAUK SECURITIES CORP. (RED BANK NJ)
NA
02/21/1991 - 09/30/1992
EDUCATORS FINANCIAL MANAGEMENT, INC.
IA
Issued 06/20/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/26/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/19/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 01/11/1993
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/19/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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