Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rex? Claim Your ProfileRex Frazier is a financial advisor with over 18 years of experience in the financial services industry. Rex is currently registered with Osaic Wealth, Inc. and is licensed to provide financial advice in Arizona, Colorado, Connecticut, Florida, Indiana, Kansas, Missouri, New Mexico, and Texas. Rex has a strong background in securities and investment products, having passed the Series 6, Series 7, and SIE exams. Rex also holds the Series 63 license, which allows him to provide investment advice in various states. Previously, Rex was registered with Securities America, Inc. and UMB Financial Services, Inc. Rex specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations. Rex is committed to 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
KS
06/14/2024 - Present
Osaic Wealth, Inc. (HOLTON KS)
KS
03/31/2008 - 06/14/2024
SECURITIES AMERICA, INC. (HOLTON KS)
KS
12/19/2005 - 04/01/2008
UMB FINANCIAL SERVICES, INC. (HOYT KS)
BC
Issued 01/27/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/2008
Series 7 - General Securities Representative Examination
BC
Issued 12/16/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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