Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rex? Claim Your ProfileRex Stevens is a financial advisor registered with LPL Financial LLC. Rex Stevens has been in the industry for over 30 years. Rex Stevens has experience in investment management, financial planning, and consulting. Rex Stevens specializes in working with high-net-worth individuals, families, and small businesses. Rex Stevens also has experience in serving as a trustee for clients. Rex Stevens has passed the Series 66, Series 7, and SIE exams. Rex Stevens is based in Los Angeles, California and is also registered to conduct business in California.
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.
Consulting and other non-discretionary advisory services
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.
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CA
09/09/2015 - Present
LPL Financial LLC (LOS ANGELES CA)
CA
12/08/2006 - 12/31/2014
1ST GLOBAL CAPITAL CORP. (SANTA MONICA CA)
BOTH
Issued 01/02/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/31/2014
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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