Michael Rappe, financial advisor San Francisco CA

Michael Rappe

CRD Number: 2767450
Current Firm: Charles Schwab & Company, Inc.

Michael Rappe (CRD# 2767450) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in San Francisco, CA and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab Bank, Ssb Omaha, NE Aug 2021 - Current 2
Charles Schwab Trust Bank Omaha, NE Aug 2021 - Current 2
Charles Schwab Premiere Bank Omaha, NE Aug 2021 - Current 2
Charles Schwab & Company, Inc. San Francisco, CA Mar 2021 - Current 3
Td Waterhouse Investor Services, Inc. New York, NY Apr 2006 - Current 17
Ameritrade Bellevue, NE Jun 1998 - Current 25
Great Plains Internal Medicine Bellevue, NE Jun 1996 - Current 27
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1996
S66 NASAA Uniform Combined State Law Examination Jun 2005
Contact Info for Michael R. Rappe
Phone Number: 415-667-7000
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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