Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Rapport is a financial advisor with over 20 years of experience in the financial services industry. David is currently registered with Morgan Stanley and holds numerous licenses and certifications, including Series 7, 63, 66, 3, 4, 9, 10, 24, 31, 53 and SIE. David specializes in providing financial planning, portfolio management, and investment advice to a wide range of clients, including high-net-worth individuals, businesses, and institutions.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
FL
04/02/2020 - Present
Morgan Stanley (St. Petersburg FL)
SC
06/11/2004 - 02/07/2011
RAYMOND JAMES FINANCIAL SERVICES, INC. (FOUNTAIN INN SC)
MO
04/11/2002 - 06/25/2003
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 11/17/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/17/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/25/2008
Series 4 - Registered Options Principal Examination
BC
Issued 12/21/2006
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/24/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/2010
Series 3 - National Commodity Futures Examination
BC
Issued 06/29/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 04/10/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure David Rapport is the right advisor for you? Invested Better is here to help.
