Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rey? Claim Your ProfileRey Whitehorn is a financial advisor with over 20 years of experience in the industry. Rey is currently registered with LPL Financial LLC in Miami Shores, Florida and also has a resident registration in Texas. Rey has a wide range of experience and holds licenses in multiple states. Rey has held previous positions with firms such as Wells Fargo Advisors, LLC, SunTrust Investment Services, Inc., Essex National Securities, Inc. and BNY Investment Center Inc.
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.
Consulting and other non-discretionary advisory services
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.
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2
FL
09/21/2023 - Present
LPL Financial LLC (MIAMI SHORES FL)
FL
09/10/2010 - 05/01/2012
WELLS FARGO ADVISORS, LLC (FORT LAUDERDALE FL)
FL
07/06/2005 - 09/22/2010
SUNTRUST INVESTMENT SERVICES, INC. (FORT LAUDERDALE FL)
CA
11/22/2004 - 05/18/2005
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
NY
11/19/2001 - 11/15/2004
BNY INVESTMENT CENTER INC. (NEW YORK NY)
NY
08/22/2001 - 11/16/2001
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
IL
04/29/1999 - 08/22/2001
ABN AMRO FINANCIAL SERVICES, INC. (CHICAGO IL)
CA
06/08/1999 - 09/20/2000
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
TX
07/21/1998 - 12/21/1998
FISERV INVESTOR SERVICES, INC. (HOUSTON TX)
IA
Issued 12/07/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/26/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/13/2003
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/1999
Series 7 - General Securities Representative Examination
BC
Issued 07/20/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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