Company Information

Get to know Rey Financial Services

Founded by Ed Rey, an advisor since 1987, Rey Financial Group is an independent financial services firm dedicated to helping clients achieve their long-term financial goals. The company specializes in creating personalized financial plans that encompass investment management, retirement planning, estate planning, and risk management. They operate with a client-centric philosophy, emphasizing education and personalized strategies. It is important to note that their securities and investment advisory services are offered through their affiliation with Kestra Investment Services, LLC (Kestra IS) and Kestra Advisory Services, LLC (Kestra AS).

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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Rey Financial Services

India

Founded in

2022 (4 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.