FR
ChFC
FR
ChFC

Frederick Rappina

9 Years of Experience
Wesley Chapel, FL
Broker

Frederick Rappina is a ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Wesley Chapel, FL, with 9 years of industry experience. Frederick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

Wesley Chapel, FL

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Frederick owns Opta Financial, an investment/wealth management DBA, dedicating full-time hours to it. He also manages real estate rentals through Rappi Enterprises LLC, spending minimal time, and co-owns Rappi Education, a land leasing/farming business, spending a few hours per week assisting his spouse with preschool-related tasks.

Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2023 - Present · 2 yrs 10 mos
Cetera Financial Specialists LLCBroker
September 2023 - Present · 2 yrs 10 mos
Previous Registrations
MML Investors Services, LLC
October 2016 - September 2023 · 6 yrs 11 mos
MML Investors Services, LLCBroker
September 2016 - September 2023 · 7 yrs
State Registrations9 states
AZCOFLMDMSNYPASCVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.