Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you H? Claim Your ProfileCraig Rappaport is an investment advisor representative with International Assets Investment Management, LLC. Craig has been in the industry for over 30 years and holds Series 3, 7, 63 and 65 licenses. Craig is a registered investment advisor in California, Florida, New Jersey, New York, North Carolina, Pennsylvania, Texas, and Virginia. Craig specializes in financial planning, portfolio management for individuals and businesses, and selection of other advisors.
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.
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
PA
01/11/2016 - Present
International Assets Investment Management, LLC (Radnor PA)
PA
05/29/2009 - 11/11/2014
WELLS FARGO ADVISORS, LLC (WAYNE PA)
PA
11/25/2002 - 06/08/2009
JANNEY MONTGOMERY SCOTT LLC (RADNOR PA)
NY
12/12/1996 - 12/09/2002
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
05/26/1989 - 12/13/1996
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
04/18/1989 - 06/08/1989
DREXEL BURNHAM LAMBERT INCORPORATED
IA
Issued 8/10/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 4/24/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/13/1995
Series 3 - National Commodity Futures Examination
BC
Issued 4/15/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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