Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Raymond Rapp is a financial advisor with over 20 years of experience in the industry. David is currently registered as a Registered Representative (RR) with Mutual Advisors, LLC and currently holds licenses to practice in 20 states. David specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and high-net-worth clients. David has worked with several firms in the past, including VALIC Financial Advisors, Inc., M Holdings Securities, Inc., Wachovia Securities, Inc., and Wachovia Brokerage Service.
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.
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.
Hourly consulting
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
NE
10/24/2024 - Present
Mutual Advisors, LLC (OMAHA NE)
TX
05/26/2005 - 05/27/2005
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
OR
12/17/2001 - 06/12/2003
M HOLDINGS SECURITIES, INC. (PORTLAND OR)
NC
02/14/2000 - 04/24/2002
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
NC
04/12/1994 - 02/14/2000
WACHOVIA BROKERAGE SERVICE (WINSTON SALEM NC)
BOTH
Issued 08/23/2023
Series 66 - Uniform Combined State Law Examination
IA
Issued 09/19/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/04/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/02/1999
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/02/1999
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/30/1998
Series 4 - Registered Options Principal Examination
BC
Issued 08/01/2023
Series 7TO - General Securities Representative Examination
BC
Issued 07/06/2023
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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