Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Barry Rackner is a financial advisor with over 24 years of experience in the industry. Michael has been with LPL Financial LLC since 2002 and is registered to provide investment advice in Washington and Texas. Michael is a Series 63, 65, 7, and SIE licensed representative.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
WA
04/05/2002 - Present
LPL Financial LLC (TUKWILA WA)
OH
05/14/1999 - 11/01/2001
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
OH
09/08/1998 - 05/14/1999
KEY INVESTMENTS INC. (CLEVELAND OH)
NY
10/22/1996 - 01/16/1997
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 11/27/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/08/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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