Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rex? Claim Your ProfileRex Noble Points is a financial advisor with Morgan Stanley. Rex has been working in the financial services industry since 2008 and has a strong track record of success in helping clients achieve their financial goals. Rex has a variety of credentials and licenses that allow him to provide a comprehensive range of financial services. Rex is committed to providing clients with personalized financial advice and strategies. Rex is a dedicated and experienced financial advisor, Rex is passionate about helping clients reach their financial goals.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
OH
09/12/2023 - Present
Morgan Stanley (Cincinnati OH)
OH
11/30/2020 - 08/25/2023
HORAN SECURITIES, INC. (CINCINNATI OH)
OH
10/22/2018 - 11/23/2020
CETERA ADVISORS LLC (CINCINNATI OH)
KY
12/07/2009 - 01/17/2013
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
RI
04/20/1998 - 10/24/2005
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
BOTH
Issued 02/04/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/18/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/23/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/2018
Series 7 - General Securities Representative Examination
BC
Issued 12/04/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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