Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rey? Claim Your ProfileRey Dues is a financial advisor at Charles Schwab & CO., Inc. with over 12 years of experience in the financial services industry. Rey is registered with the Securities and Exchange Commission as an Investment Advisor Representative and is licensed to conduct business in 53 states and the District of Columbia. Rey holds the Series 63, 65, 7 and SIE licenses, as well as the Certified Financial Planner designation. Rey has been with Charles Schwab since 2011 and is passionate about 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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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IN
01/03/2023 - Present
Charles Schwab & CO., Inc. (Indianapolis IN)
IA
Issued 12/30/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/13/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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