Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rex? Claim Your ProfileRex Clevenger is a financial advisor at Raymond James Financial Services Advisors, Inc. Rex has been in the financial industry since August 8, 1991. Rex is registered with the Securities and Exchange Commission and has a Series 7, 9, 10, 31, 63, and 65. Rex is also a Certified Financial Planner™. Rex specializes in providing financial planning and investment advice to individuals, businesses, and retirement plans. Rex has a proven track record of success in helping clients achieve 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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
KS
03/20/2018 - Present
Raymond James Financial Services Advisors, Inc. (WICHITA KS)
KS
09/18/2009 - 03/21/2018
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (WICHITA KS)
KS
01/01/2008 - 09/18/2009
WELLS FARGO ADVISORS, LLC (WICHITA KS)
KS
04/10/1995 - 01/03/2008
A. G. EDWARDS & SONS, INC. (WICHITA KS)
NY
08/09/1991 - 04/17/1995
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 12/20/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/23/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/18/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/27/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 08/06/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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