Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barry? Claim Your ProfileBarry Oren Rappaport is a financial advisor currently registered with Ameriprise Financial Services, LLC. Barry Oren Rappaport is a Registered Representative and Investment Advisor Representative. Barry Oren Rappaport has been in the industry since 1994 and has been with Ameriprise Financial Services, LLC since 2024. Barry Oren Rappaport has been licensed in California, Nevada and Maryland. Prior to joining Ameriprise Financial Services, LLC, Barry Oren Rappaport was employed with T. Rowe Price Investment Services, Inc., Delphi Business Properties, SoCal Approach Marketing and Consulting Group and Borapp Consulting, Inc.. Barry Oren Rappaport has passed the Series 6, Series 7TO, Series 63, and Series 66 exams. Barry Oren Rappaport offers a wide range of services including Financial Planning, Asset Allocation Services, Pension Consulting, Educational Seminars, Publication of Periodicals, Selection of Other Advisers, Portfolio Management for Businesses, Portfolio Management for Individuals. Barry Oren Rappaport also holds a business ownership in Borapp Consulting, Inc., a non-investment related business.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation services
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.
1
2
CA
04/24/2024 - Present
Ameriprise Financial Services, LLC (Los Angeles CA)
MD
05/23/1994 - 02/23/1996
T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)
BOTH
Issued 04/24/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/26/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/26/2024
Series 7TO - General Securities Representative Examination
BC
Issued 03/01/2024
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Barry Rappaport is the right advisor for you? Invested Better is here to help.
