Unclaimed
Whitney Loar Rech is a financial professional with over 10 years of experience in the industry. Whitney is currently registered with Sammons Financial Network, LLC and is licensed in Iowa. Whitney has previously held positions with FIRST ALLIED SECURITIES, INC. and DIRECTED SERVICES LLC. Whitney is a Series 6 and Series 63 licensed representative. Whitney is committed to providing clients with personalized financial advice and helping 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.
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.
1
2
IA
12/09/2015 - Present
Sammons Financial Network, LLC (WEST DES MOINES IA)
IA
11/07/2013 - 11/25/2015
FIRST ALLIED SECURITIES, INC. (WEST DES MOINES IA)
IA
12/15/2006 - 01/10/2008
DIRECTED SERVICES LLC (DES MOINES IA)
BC
Issued 05/28/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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