linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Robin Jo Rappaport

Wells Fargo Investment Institute, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Robin? Claim Your Profile

About Robin Jo Rappaport

Robin Rappaport is a financial advisor with Wells Fargo Investment Institute, Inc. Robin is registered with the state of California. Robin has over 30 years of experience in the financial services industry. Robin has previously worked at Sutro & Co. Incorporated, Donaldson, Lufkin & Jenrette Securities Corporation and Rauscher Pierce Refsnes, Inc. Robin has passed the Series 63, Series 65 and Series 7 exams. Robin specializes in providing investment advice and services to individuals, families, trusts and businesses.

Firm Information

Robin Rappaport is currently registered with Wells Fargo Investment Institute, Inc.. Wells Fargo Investment Institute, Inc. is a Registered Investment Advisor (RIA) headquartered in Charlotte, NC. The firm manages approximately $43.99 billion in assets for clients, including individuals, trusts, businesses, institutions, and charities. The firm's advisory services include portfolio management for individuals and businesses, selection of other advisors, and the publication of periodicals. They also offer a wrap fee program.
Wells Fargo Investment Institute, Inc.

550 SOUTH TRYON STREET

CHARLOTTE, NC 28202

$44.00B

Assets Under Management

3

Total Clients

52

Total Financial Advisors

Services Offered

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.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Robin Rappaport’s Registration & Firm History

CA

12/21/2021 - Present

Wells Fargo Investment Institute, Inc. (Westlake Village CA)

CA

11/18/1994 - 09/22/1995

SUTRO & CO. INCORPORATED (SAN FRANCISCO CA)

NJ

05/02/1991 - 08/05/1994

DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)

TX

10/25/1989 - 03/28/1991

RAUSCHER PIERCE REFSNES, INC. (DALLAS TX)

Not sure if Robin Jo Rappaport is right for you?

Licenses & Designations

IA

Issued 12/20/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/18/1989

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/21/1989

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robin Jo Rappaport.
Not sure if Robin Jo Rappaport is right for you?