Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rex? Claim Your ProfileRex Linkenbach is a financial advisor at Cambridge Investment Research Advisors, Inc. Rex has been in the industry since 1994. Rex's firm has offices in Mansfield, Ohio, and Fairfield, Iowa. Rex holds the Series 6, Series 63, and SIE licenses. Rex is also a Certified Financial Planner. Rex can provide services including financial planning, portfolio management, pension consulting, and educational seminars. Rex specializes in helping individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans.
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.
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.
Solicitation fees from 3rd party money managers
1
2
OH
08/22/2024 - Present
Cambridge Investment Research Advisors, Inc. (Mansfield OH)
OH
12/03/2018 - 08/22/2024
INVICTA CAPITAL LLC (Mansfield OH)
OH
07/26/2017 - 11/29/2018
TRUSTMONT FINANCIAL GROUP, INC. (MANSFIELD OH)
OH
11/23/1994 - 08/01/2017
PRINCIPAL SECURITIES, INC. (Mansfield OH)
BC
Issued 10/17/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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