Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Rappe is a financial advisor currently registered with Charles Schwab & CO., Inc. in Omaha, NE. Michael has been in the financial industry since 1997 and has held positions at TD Ameritrade, Inc., Ameritrade, Inc., and First Investors Corporation. Michael is also a registered investment advisor representative. He has passed the Series 3, 4, 6, 7, 24, 63, and 66 exams, as well as the SIE exam. Michael offers financial planning services and is a wrap fee program sponsor. He is also involved in the Charles Schwab Financial Planning Advisor Referral Program.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
NE
07/26/2024 - Present
Charles Schwab & CO., Inc. (Omaha NE)
NE
04/22/2006 - 07/29/2024
TD AMERITRADE, INC. (OMAHA NE)
NE
01/03/2002 - 04/22/2006
AMERITRADE, INC. (BELLEVUE NE)
NE
07/13/1999 - 12/31/2001
AMERITRADE (BELLEVUE NE)
NJ
07/15/1996 - 05/20/1998
FIRST INVESTORS CORPORATION (EDISON NJ)
BOTH
Issued 06/13/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/12/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/12/2007
Series 4 - Registered Options Principal Examination
BC
Issued 08/05/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/2012
Series 3 - National Commodity Futures Examination
BC
Issued 07/12/1999
Series 7 - General Securities Representative Examination
BC
Issued 07/12/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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