Rey ArellanoCRD Number: 6262065
Current Firm: Keen Wealth Advisors
Rey Arellano (CRD# 6262065) is an Investment Advisor Representative working at Keen Wealth Advisors in Overland Park, KS and has over 8 years of experience in the finance industry. Rey Arellano has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Financial Partners Group, Inc.
Mariner Wealth Advisors
Prime Capital Investment Advisors, LLC
|Keen Wealth Advisors||Overland Park, KS||Jul 2017 - Current||5|
|Petrovic Weaver Financial Services||Prairie Village, KS||Jun 2016 - Jun 2017||1|
|Waddell & Reed, Inc.||Lawton, OK||Dec 2013 - Jun 2016||2|
|Unemployed||Wichita, KS||Jul 2013 - Nov 2013||< 1|
|United States Air Force||Aviano,||Feb 2007 - Jul 2013||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2014|
Total Assets Under Management781MILLIONS
Total Number of Accounts1,927ACCOUNTS
Average Account Value$405,043
- 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)
AR, AZ, CA, CO, FL, GA, IL, KS, LA, MI, MO, NC, NE, OK, TN, TX, VA, WA
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