Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rex? Claim Your ProfileRex Alan Marshall is a financial advisor with over 35 years of experience in the industry. Rex is a registered representative of Wells Fargo Clearing Services, LLC, and an investment advisor representative of Wells Fargo Advisors LLC. Rex has a wide range of experience in financial planning and investment management. Rex is committed to providing his clients with personalized service and customized financial solutions. Rex holds Series 7, 63, and 65 licenses as well as the SIE. Rex is also a licensed investment advisor in Virginia, Maryland, and the District of Columbia.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
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.
1
2
VA
10/29/2003 - Present
Wells Fargo Clearing Services, LLC (ALEXANDRIA VA)
NY
08/25/1983 - 01/03/2001
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BOTH
Issued 10/21/2003
Series 66 - Uniform Combined State Law Examination
IA
Issued 08/08/1991
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/24/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/2003
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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