Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Rappo is a registered investment advisor representative with Equitable Advisors, LLC. William is licensed to provide investment advice in 27 states and the District of Columbia. William has been in the financial services industry for over 5 years. William has a Series 63, Series 66, Series 7, and SIE licenses. William is a financial advisor who helps individuals and families achieve their financial goals. William specializes in retirement planning, college savings, and investment management. William is committed to providing personalized financial advice that meets the unique needs of each client.
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.
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
NJ
01/20/2023 - Present
Equitable Advisors, LLC (SECAUCUS NJ)
BOTH
Issued 03/24/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/10/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/10/2019
Series 7TO - General Securities Representative Examination
BC
Issued 01/30/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure William Rappo is the right advisor for you? Invested Better is here to help.
