Unclaimed
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.
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.
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.
Referral fees
1
2
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)
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
Active
Inactive
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