Unclaimed
Michael Raczkowski is a financial professional with over 18 years of experience in the industry. Michael currently works as a financial advisor with Osaic Wealth, Inc. Prior to Osaic Wealth, Inc. Michael worked for Securities America, Inc., John Hancock Distributors LLC and NYLIFE Securities LLC. Michael has Series 6, Series 63 and SIE licenses and is registered in Alabama, Illinois, and Massachusetts. Michael specializes in financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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
AL
06/14/2024 - Present
Osaic Wealth, Inc. (Birmingham AL)
AL
09/08/2021 - 06/14/2024
SECURITIES AMERICA, INC. (Birmingham AL)
MA
08/08/2008 - 08/06/2021
JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)
MA
04/19/2006 - 07/17/2008
NYLIFE SECURITIES LLC (WALTHAM MA)
BC
Issued 04/28/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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