Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Raschella is a financial advisor at The Pinnacle Financial Group, a firm based in Rockville Centre, New York. John has been working in the financial services industry since June 19, 1994. John's firm provides a variety of financial services including financial planning, portfolio management for individuals, and selection of other advisors.
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.
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.
Financial planning
1
2
NY
08/19/2021 - Present
THE Pinnacle Financial Group (ROCKVILLE CENTRE NY)
NY
10/01/2012 - 04/16/2015
J.P. MORGAN SECURITIES LLC (PLAINVIEW NY)
NY
03/29/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (PLAINVIEW NY)
NY
05/29/2007 - 04/15/2010
CITIGROUP GLOBAL MARKETS INC. (AMITYVILLE NY)
NY
07/11/2003 - 05/29/2007
CITICORP INVESTMENT SERVICES (NORTH LINDENHURST NY)
NY
06/01/1992 - 08/02/1995
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NA
09/25/1990 - 06/01/1992
CITICORP FINANCIAL SERVICES,INC.
NA
02/13/1990 - 10/03/1990
LANDMARK BROKERAGE SERVICES, INC.
IL
08/28/1989 - 12/22/1989
RODMAN & RENSHAW INC. (CHICAGO IL)
NY
07/14/1988 - 07/29/1989
D. H. BLAIR & CO., INC. (NEW YORK NY)
NA
06/20/1988 - 07/29/1989
D. H. BLAIR & CO., INC.
NJ
03/11/1988 - 06/22/1988
F.D. ROBERTS SECURITIES, INC. (PARAMUS NJ)
NY
01/29/1987 - 04/12/1988
D. H. BLAIR & CO., INC. (NEW YORK NY)
NA
04/23/1986 - 02/03/1987
ROONEY, PACE INC.
IA
Issued 12/18/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/21/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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