Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Rapp is an investment advisor representative registered with Edelman Financial Engines. Charles has been in the industry since April 2013 and has experience with Morgan Stanley Smith Barney LLC and Institutional Shareholder Services. Charles is a Series 66 and Series 7 licensed individual, and has a history of advising insurance companies, charitable organizations, high net worth individuals, other investment advisors, pension and profit sharing plans, corporations or other businesses, and individuals other than high net worth individuals. Charles is located in Oklahoma City, OK.
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.
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.
Set-up fees & related svcs; reimbursements for printed materials
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2
OK
02/13/2019 - Present
Edelman Financial Engines (OKLAHOMA CITY OK)
OK
05/26/2016 - 05/21/2018
MORGAN STANLEY (OKLAHOMA CITY OK)
BOTH
Issued 06/24/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/21/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/26/2016
Series 7 - General Securities Representative Examination
Active
Inactive
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