Rex SallakCRD Number: 3070086
Current Firm: Signator Investors, Inc.
Rex Sallak (CRD# 3070086) is an Investment Advisor Representative working at Signator Investors, Inc. in Mishawaka, IN and has over 19 years of experience in the finance industry.
Creative Financial Designs, Inc.
Raymond James & Associates, Inc.
Integrated Financial Planning Solutions, LLC
|Signator Investors, Inc.||Boston, MA||May 1998 - Current||19|
|John Hancock Mutual Life Insurance Compa||Mishawaka, IN||May 1998 - Current||19|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1998|
|S65||NASAA Investment Advisors Law Examination||Dec 1999|
Total Assets Under Management2,196MILLIONS
Total Number of Accounts25,384ACCOUNTS
Average Account Value$86,500
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV