Unclaimed
Richard Rehg is a financial advisor associated with Benjamin F. Edwards & Company, Inc. Richard has been in the financial services industry since 2009. Richard is registered with FINRA and holds the following licenses and certifications: Series 7, Series 66, and SIE. Richard also has a Certified Financial Planner designation. Richard has a strong background in financial planning, portfolio management and retirement planning. Richard works with individuals, families, and businesses to develop customized financial plans and strategies to help them 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.
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.
1
2
MO
02/06/2023 - Present
Benjamin F. Edwards & Company, Inc. (ST. LOUIS MO)
IL
11/16/2009 - 02/22/2023
EDWARD JONES (COLLINSVILLE IL)
BOTH
Issued 11/28/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Richard Rehg is the right advisor for you? Invested Better is here to help.