Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Loren? Claim Your ProfileLoren Christopher Rex is a financial advisor with over 20 years of experience in the financial services industry. Loren currently works with Cambridge Investment Research Advisors, Inc., a firm that has been in business for over 40 years and manages over $87 billion in assets. Loren is a Certified Financial Planner™ and holds the Series 7, Series 63, and Series 65 licenses. Prior to joining Cambridge Investment Research Advisors, Inc., Loren held positions at NFP SECURITIES, INC. and CITIGROUP GLOBAL MARKETS INC. Loren provides a variety of financial planning services to individuals, families, and businesses. Loren is committed to helping clients achieve their financial goals. Loren is a member of the First Presbyterian Church in Battle Creek and is a member of the Battle Creek Bicycle Advisory Committee.
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
MI
03/19/2010 - Present
Cambridge Investment Research Advisors, Inc. (BATTLE CREEK MI)
MI
10/28/2005 - 11/09/2009
NFP SECURITIES, INC. (BATTLE CREEK MI)
NY
06/21/2001 - 11/07/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
IA
Issued 07/27/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/13/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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