Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rex? Claim Your ProfileRex Ramsey is a financial advisor currently registered with Horace Mann Investors, Inc. based in Riverside, California. Rex has been in the financial industry since 2002 and holds a Series 6, Series 7, Series 63, and Series 65. Rex also holds the Certified Financial Planner designation. Rex's prior experience includes working with UnionBanc Investment Services, LLC and Wells Fargo Advisors, LLC. Rex is experienced in providing financial advice to individuals and has a proven track record of success. Rex is dedicated to helping clients achieve their financial goals and is committed to providing them with the highest level of service.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Percentage of assets under third party investment management
1
2
CA
01/19/2024 - Present
Horace Mann Investors, Inc. (Riverside CA)
CA
09/04/2015 - 11/02/2017
UNIONBANC INVESTMENT SERVICES, LLC (RIVERSIDE CA)
CA
11/18/2011 - 10/16/2014
WELLS FARGO ADVISORS, LLC (RANCHO CUCAMONGA CA)
CA
05/11/2004 - 11/16/2011
UNIONBANC INVESTMENT SERVICES, LLC (HUNTINGTON BEACH CA)
RI
04/17/2002 - 05/28/2004
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
CA
01/27/2000 - 04/15/2002
WM FINANCIAL SERVICES, INC. (IRVINE CA)
MA
07/12/1999 - 12/31/1999
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
CA
05/08/1997 - 07/12/1999
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
FL
10/16/1996 - 02/03/1997
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
NY
07/13/1995 - 10/04/1996
NYLIFE SECURITIES INC. (NEW YORK NY)
NJ
02/07/1995 - 03/03/1995
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BC
Issued 10/18/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/08/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/26/2023
Series 7TO - General Securities Representative Examination
BC
Issued 11/02/2017
SIE - Securities Industry Essentials Examination
BC
Issued 11/26/1996
Series 7 - General Securities Representative Examination
BC
Issued 01/25/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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