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IR

Ira T. Rakatansky

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CRD#: 3181772
IR

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Ira Thomas Rakatansky was a registered financial professional .

Ira is a previously registered financial professional and started their career in finance in 1999. Ira had worked at 7 firms and has passed the Series 63, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

July 10, 2009 - November 9, 2012

AMERICAN INVESTMENT SERVICES

RIA
CRD#: 144088
FRAMINGHAM, MA
Past

December 12, 2003 - January 31, 2005

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

BD
CRD#: 2580
FORT WAYNE, IN
Past

December 12, 2003 - January 31, 2005

OSAIC FA, INC.

BD
CRD#: 3978
FORT WAYNE, IN
Past

March 2, 2001 - December 19, 2003

VERAVEST INVESTMENTS, INC.

BD
CRD#: 3960
WORCESTER, MA
Past

August 3, 2000 - January 25, 2001

ROBERT W. BAIRD & CO. INCORPORATED

BD
CRD#: 8158
MILWAUKEE, WI
Past

August 3, 2000 - January 25, 2001

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
MILWAUKEE, WI
Past

April 5, 1999 - July 26, 2000

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
SPRINGFIELD, MA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 4/1/1999
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


AI
AMERICAN INVESTMENT SERVICES
AMERICAN INVESTMENT SERVICES | USA TAX & INSURANCE SERVICES, INC.

CRD#: 144088 / SEC#: 801-68338

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Contact information


Main Address
4114 Woodlands Pkwy Suite 402, Palm Harbor, FL 34685
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

ADV II FIRM BROCHURE (3/22/2012)

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


AMERICAN INVESTMENT SERVICES

CRD#: 144088

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