Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Rapps is an investment advisor representative and financial planner with over 10 years of experience in the financial services industry. Michael has a strong background in both law and finance. Currently, Michael is registered with Fortis Capital Advisors, LLC, and has also previously worked at AVANTAX INVESTMENT SERVICES, INC., and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Michael is a Certified Financial Planner and holds the Series 7, Series 66, and SIE licenses. Michael specializes in providing financial advice to high-net-worth individuals, corporations, and pension plans. Michael also provides estate planning services to clients. Michael is committed to helping clients achieve their financial goals.
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.
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
KS
01/10/2024 - Present
Fortis Capital Advisors, LLC (PRAIRIE VILLAGE KS)
NY
10/21/2014 - 01/17/2024
AVANTAX INVESTMENT SERVICES, INC. (Cedarhurst NY)
NY
01/01/2013 - 10/03/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HEWLETT NY)
BOTH
Issued 02/18/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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