Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rex? Claim Your ProfileRex Anthony Ennis Iozzo is an Investment Advisor Representative at Fidelity Personal and Workplace Advisors. Rex has been in the industry for 15 years. Rex has passed Series 63, 66, 7, and SIE exams. Rex is registered in 24 states and has a current approved registration in Pennsylvania and Texas. Rex's previous employers include PURSHE KAPLAN STERLING INVESTMENTS and VOYA FINANCIAL ADVISORS, INC. Rex is a registered investment advisor representative.
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.
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
MA
06/24/2019 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
PA
10/03/2014 - 10/30/2015
PURSHE KAPLAN STERLING INVESTMENTS (Philadelphia PA)
PA
09/17/2008 - 10/03/2014
VOYA FINANCIAL ADVISORS, INC. (PHILADELPHIA PA)
BOTH
Issued 11/18/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/20/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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