Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rem? Claim Your ProfileRem Oculee is a registered Investment Advisor Representative. Rem is associated with Confidence Wealth Management, LLC, a Registered Investment Advisor firm headquartered in Henderson, NV. Rem works with clients to provide financial planning, pension consulting and selection of other advisors. Rem also manages portfolios for individuals. Rem has been in the financial industry since 1991 and has experience with several firms including: Syndicated Capital, Inc., Grattan Financial Securities, Inc., Interfirst Capital Corporation, W.J. Gallagher & Company, Inc., Investors Associates, Inc., and Reynolds Kendrick Stratton, Inc. Rem has a Series 7, 24, and 66 license.
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.
Helps you choose top advisors aligned with your financial goals.
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
NV
09/02/2020 - Present
Confidence Wealth Management, LLC (HENDERSON NV)
CA
08/09/2002 - 08/16/2002
SYNDICATED CAPITAL, INC. (DIAMOND BAR CA)
CA
05/06/2002 - 07/01/2002
GRATTAN FINANCIAL SECURITIES, INC. (SAN GABRIEL CA)
CA
10/23/2001 - 04/04/2002
SYNDICATED CAPITAL, INC. (DIAMOND BAR CA)
CA
09/30/1999 - 08/27/2001
INTERFIRST CAPITAL CORPORATION (LOS ANGELES CA)
CA
04/30/1997 - 09/30/1999
W.J. GALLAGHER & COMPANY, INC. (PASADENA CA)
NJ
06/06/1995 - 08/07/1995
INVESTORS ASSOCIATES, INC. (HACKENSACK NJ)
CA
07/15/1994 - 03/07/1995
W.J. GALLAGHER & COMPANY, INC. (PASADENA CA)
NA
04/19/1993 - 07/20/1994
REYNOLDS KENDRICK STRATTON, INC.
CA
07/25/1991 - 04/22/1993
BARABAN SECURITIES, INC. (LOS ANGELES CA)
NA
04/01/1991 - 06/13/1991
ADAMS SECURITIES, INC.
NA
03/18/1991 - 04/05/1991
FIRST CHOICE SECURITIES CORP.
BOTH
Issued 05/21/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/12/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/28/1998
Series 24 - General Securities Principal Examination
BC
Issued 03/16/1991
Series 7 - General Securities Representative Examination
Active
Inactive
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