Unclaimed
John Lyman Rackleff is a registered investment advisor representative with Park Avenue Securities LLC. John has been in the industry for 31 years and has a wide range of experience in providing financial planning and investment advice to individuals, high net worth individuals, families, and businesses. John is licensed to sell securities in multiple states including, but not limited to, California, Florida, Hawaii, Illinois, New Mexico, Oregon, Texas, and Washington. In addition to his work as a registered investment advisor representative, John also provides Medicare supplement sales as an independent contractor.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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
OR
06/05/2023 - Present
Park Avenue Securities LLC (MEDFORD OR)
OR
03/25/2017 - 01/14/2020
MML INVESTORS SERVICES, LLC (MEDFORD OR)
OR
04/25/2002 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (LAKE OSWEGO OR)
OR
04/25/2002 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (SHADY COVE OR)
MA
05/30/1995 - 04/22/2002
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
PA
04/05/1988 - 12/31/1990
AMERICAN CAPITAL CORPORATION (VALLEY FORGE PA)
IA
Issued 08/14/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/26/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/02/2001
Series 7 - General Securities Representative Examination
BC
Issued 05/26/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/31/1988
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 03/24/1972
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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