Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rex? Claim Your ProfileRex Moar is an investment advisor representative with Equitable Advisors, LLC, based in SAN FRANCISCO, CA. Rex has been in the industry since 2006 and has experience with a variety of firms, including Money Concepts Capital Corp, Ferris, Baker Watts Incorporated, and Volpe Brown Whelan & Company, LLC. Rex is registered with the state of California and Maryland. Rex holds the following licenses: Series 7, Series 63, Series 65 and SIE.
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.
A percentage of the total value of assets under management is charged.
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2
CA
07/26/2024 - Present
Equitable Advisors, LLC (SAN FRANCISCO CA)
CA
06/13/2023 - 12/19/2023
MONEY CONCEPTS CAPITAL CORP (Alamo CA)
MD
06/14/2000 - 05/07/2001
FERRIS, BAKER WATTS INCORPORATED (BALTIMORE MD)
CA
04/28/1993 - 12/20/1999
VOLPE BROWN WHELAN & COMPANY, LLC (SAN FRANCISCO CA)
NY
01/06/1987 - 04/11/1989
COWEN & CO. (NEW YORK NY)
NA
09/06/1983 - 11/12/1986
MONTGOMERY SECURITIES
NA
03/04/1981 - 03/17/1982
LEHMAN BROTHERS KUHN LOEB INCORPORATED
NA
10/23/1980 - 03/02/1981
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
07/20/1979 - 11/21/1980
DEAN WITTER REYNOLDS INC.
NA
03/26/1979 - 06/04/1979
IDS LIFE INSURANCE COMPANY
NA
03/26/1979 - 06/04/1979
IDS MARKETING CORPORATION
NA
03/26/1979 - 06/04/1979
INVESTORS DIVERSIFIED SERVICES, INC.
BC
Issued 07/25/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/19/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/13/2023
Series 7TO - General Securities Representative Examination
BC
Issued 08/25/2022
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/1993
Series 7 - General Securities Representative Examination
BC
Issued 03/12/1979
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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