Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rex? Claim Your ProfileRex Dalton Foster is a financial professional with over 25 years of experience in the industry. Rex is registered with Hantz Financial Services, Inc. and is licensed to provide financial advice in multiple states including Michigan, Florida, North Carolina, Ohio and Wisconsin. Rex's experience includes investment advisory services, financial planning, and portfolio management for individuals and businesses. Rex has a background in insurance and investment products, which gives him a well-rounded understanding of the financial needs of his clients. Rex has a strong commitment to helping his clients achieve their financial goals. Rex holds the Series 7, Series 24 and Series 63 licenses, as well as the SIE exam. Rex is also a Chartered Financial Consultant.
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
MI
05/08/2017 - Present
Hantz Financial Services, Inc. (OKEMOS MI)
NA
06/23/1999 - 07/09/1999
HANTZ FINANCIAL SERVICES, INC.
OH
12/15/1997 - 06/25/1999
VESTAX SECURITIES CORPORATION (HUDSON OH)
MA
10/29/1997 - 12/17/1997
CONCORD BROKERAGE SERVICES, INC. (BOSTON MA)
MN
01/23/1997 - 10/24/1997
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
01/23/1997 - 10/24/1997
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 01/27/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/02/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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