Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Rappaport is a financial advisor with Rappaport Reiches Capital Management, located in Skokie, IL. David has been in the industry since 1990 and is a Certified Financial Planner. David holds Series 3, 7, 63, and 65 licenses and is registered with the states of Illinois and Wisconsin.
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.
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.
A percentage of the total value of assets under management is charged.
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IL
04/16/2021 - Present
Rappaport Reiches Capital Management, (Skokie IL)
NY
12/07/2000 - 08/25/2005
SANFORD C. BERNSTEIN & CO., LLC (NEW YORK NY)
NY
06/28/1995 - 12/07/2000
SANFORD C. BERNSTEIN & CO., INC. (NEW YORK NY)
NY
10/11/1990 - 06/16/1995
GOLDMAN, SACHS & CO. (NEW YORK NY)
IA
Issued 10/11/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/12/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/02/1990
Series 3 - National Commodity Futures Examination
BC
Issued 10/09/1990
Series 7 - General Securities Representative Examination
Active
Inactive
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