Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Rappa has been in the financial services industry since 2016. Daniel currently works with LPL Enterprise, LLC, and is registered with the State of Delaware as an Investment Adviser Representative. Daniel provides consulting and other non-discretionary advisory services, financial planning, educational seminars, portfolio management for businesses, and portfolio management for individuals. Previously, Daniel was employed by Prudential Investment Management Services LLC, Pruco Securities, LLC, and Hornor, Townsend & Kent, Inc.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory 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.
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2
DE
11/14/2024 - Present
LPL Enterprise, LLC (NEWARK DE)
NJ
09/23/2022 - 12/05/2022
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)
NJ
11/27/2018 - 09/13/2022
PRUCO SECURITIES, LLC. (Marlton NJ)
DE
11/04/2016 - 03/30/2018
HORNOR, TOWNSEND & KENT, INC. (NEWARK DE)
IA
Issued 02/15/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/03/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/30/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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