Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Rapoza is an investment advisor representative with Barrett & Co.. Mark has been working in the financial services industry since 1992. Mark is registered to provide investment advice in New Hampshire, Rhode Island, and Texas. Mark has also been registered as a securities agent in 19 states, including California, Florida, Georgia, and Massachusetts. Mark specializes in providing financial planning, pension consulting, and portfolio management services to individuals.
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.
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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RI
12/13/2022 - Present
Barrett & Co. (PROVIDENCE RI)
NY
08/31/1992 - 03/03/1994
L.C. WEGARD & CO., INC. (NEW YORK NY)
IA
Issued 08/26/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/02/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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