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Leonard P Raskin

Raskin Global Inc.

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About Leonard P Raskin

Leonard Raskin is a financial advisor with over 30 years of experience in the financial services industry. Leonard holds the Series 7, 6, 22, 63, and 65 licenses. Leonard is registered to provide investment advisory services in Delaware, Florida, Louisiana, Maryland, Pennsylvania, Texas and Virginia. Leonard works for Raskin Global Inc. based in Phoenix, Maryland and provides financial planning and investment management services for individuals. Leonard has a strong track record of helping clients achieve their financial goals.

Firm Information

Leonard Raskin is currently registered with Raskin Global Inc.. Raskin Global Inc. is an investment advisory firm based in with 3 licensed agents, 3 investment adviser representatives, and 3 advisory functions. The firm provides financial planning, portfolio management for individuals, and selection of other advisors. Raskin Global Inc. manages $12,879,482 in assets for 30 accounts, including 5 high-net-worth individuals with $8,386,238 in assets and 25 individuals other than high-net-worth individuals with $4,493,244 in assets.

$12.88M

Assets Under Management

474

Total Clients

3

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Referral fees

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Leonard Raskin’s Registration & Firm History

MD

05/11/2021 - Present

Raskin Global Inc. (PHOENIX MD)

MD

05/03/1999 - 05/05/2021

PARK AVENUE SECURITIES LLC (HUNT VALLEY MD)

NY

05/23/1991 - 05/03/1999

GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)

NA

07/13/1987 - 05/20/1991

HOME LIFE INSURANCE COMPANY

CT

07/13/1987 - 05/20/1991

W. S. GRIFFITH & CO., INC. (HARTFORD CT)

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Licenses & Designations

IA

Issued 03/01/2002

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/27/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/10/2006

Series 7 - General Securities Representative Examination

BC

Issued 08/10/1987

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 07/09/1987

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Leonard P Raskin. Review regulatory record here.
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