Unclaimed Profile

Rem Oculee

CONFIDENCE WEALTH MANAGEMENT, LLC·HENDERSON, Nevada

Series 7, Series 24, Series 63, Series 66Clean record23 years registeredCONFIDENCE WEALTH MANAGEMENT, LLC

170 S GREEN VALLEY PKWY, HENDERSON, NV 89012CRD# 2129026Firm CRD# 127383

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Rem Oculee · HENDERSON, NV

Registration

CRD #2129026 · CONFIDENCE WEALTH MANAGEMENT, LLC · 23 years registered

Brand Profile

Not yet started

Career History

CONFIDENCE WEALTH MANAGEMENT, INC.

Dec 2002 – present

PARSON LATIMER & JUDGE, LLC.

Dec 2002 – Dec 2004

LOS ANGELES, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 63

Series 66

Registration record

First registered · December 4, 2002

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CONFIDENCE WEALTH MANAGEMENT, LLC

CRD 127383 · SEC 801-122368

AUM

$267M

Regulatory assets under management

Employees

1,820 client accounts

Services offered by CONFIDENCE WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CONFIDENCE WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Rem Oculee offer?

Rem Oculee specializes in Financial Planning, Investment Management. Contact their office in HENDERSON, Nevada for a consultation.

What are Rem Oculee's credentials?

Rem Oculee is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Rem Oculee located?

Rem Oculee is based in HENDERSON, Nevada, working with CONFIDENCE WEALTH MANAGEMENT, LLC. Their office serves clients in the HENDERSON metropolitan area and surrounding communities.

How does Rem Oculee charge for services?

Rem Oculee's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CONFIDENCE WEALTH MANAGEMENT, LLC?

CONFIDENCE WEALTH MANAGEMENT, LLC has approximately 23 employees and manages $267M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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