Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Rappolt is a registered investment advisor representative with over 15 years of experience in the financial services industry. Andrew holds Series 6, 7, 63, and 65 licenses. Andrew has worked at several firms, including Wells Fargo Clearing Services, LLC and Protected Investors of America. Andrew is currently associated with Atlas Private Wealth Advisors and is registered with the state of California and New Jersey. Andrew's expertise is in financial planning and portfolio management for individuals and businesses.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
NJ
01/05/2022 - Present
Atlas Private Wealth Advisors (MATAWAN NJ)
CA
05/10/2016 - 03/11/2020
WELLS FARGO CLEARING SERVICES, LLC (SAN FRANCISCO CA)
CA
08/11/2014 - 02/03/2016
PROTECTED INVESTORS OF AMERICA (SAN FRANCISCO CA)
CA
01/24/2014 - 05/05/2014
WESTERN INTERNATIONAL SECURITIES, INC. (SANTA ROSA CA)
CA
10/01/2012 - 12/13/2013
GBS FINANCIAL CORP. (SANTA ROSA CA)
CA
05/02/2009 - 10/02/2012
CHASE INVESTMENT SERVICES CORP. (WINDSOR CA)
CA
11/08/2005 - 05/02/2009
WAMU INVESTMENTS, INC. (NOVATO CA)
IA
Issued 06/24/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/29/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2007
Series 7 - General Securities Representative Examination
BC
Issued 11/07/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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