Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Rex is a financial professional with over 18 years of experience in the industry. David is a registered representative and investment advisor representative currently affiliated with Cambridge Investment Research Advisors, Inc.. David has been with Cambridge Investment Research Advisors, Inc. since 2011. Prior to that, David was registered with ING FINANCIAL PARTNERS, INC. and EDWARD JONES. David holds Series 7, Series 63, and Series 66 licenses, as well as the Securities Industry Essentials Examination. David also holds a designation as an Independent Insurance Agent. David offers financial planning services to individuals, businesses, and charitable organizations.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
TX
01/27/2011 - Present
Cambridge Investment Research Advisors, Inc. (Commerce TX)
TX
06/10/2004 - 09/08/2008
ING FINANCIAL PARTNERS, INC. (FT WORTH TX)
MO
04/16/2002 - 06/03/2004
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 03/27/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/18/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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