Peter Adam Raskin

Current Employers

Employment History

• 06/1998 → 01/2025
  Lincoln Financial Advisors Corporation
  Fort Wayne, IN
• 01/2025 → Present
  Osaic Wealth, Inc.
  Boston, MA

Previous Registrations

• 1998-06-01 → 2025-01-24
  Osaic Fa, Inc.
  Boston, MA
  Boston, MA

Other Businesses

1) PETER RASKIN 175 FEDERAL STREET, SUITE 1050 BOSTON, MA CATEGORY: INSURANCE, INVESTMENT RELATED: YES DUTIES OFFERED: FIXED AND INDEXED ANNUITIES INSURANCE BROKERAGE AND/OR SALES OFFERED THROUGH VARIOUS CARRIERS (CRUMP) START: 4/1/84 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 1 2) PETER RASKIN/EXCALIBUR WEALTH ADVISORY LLC BOSTON MA 02110 CATEGORY: LLC/ENTITY INVESTMENT RELATED: NO TITLE: CO-OWNER DUTIES: CO-MEMBER OF ENTITY USED FOR OPERATING /EXPENSE MANAGEMENT PURPOSES START DATE: 09/01/2005 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 1 3) PETER RASKIN DBA RASKIN PLANNING GROUP 175 FEDERAL STREET SUITE 1050 BOSTON MA 02110 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: OFFERING ACCIDENT, HEALTH, DISABILITY, FIXED ANNUITIES, LONG TERM CARE, AND TRADITIONAL LIFE INSURANCE START DATE: 04/01/1984 HOURS PER MONTH: 2 HOURS PER MONTH DURING TRADING HOURS: 2 4) ELECTED BOARD MEMBER OF VOLUNTEERS OF AMERICA MASSACHUSETTS, A 501C3 ORGANIZATION POSITION: Board Member NATURE: VOA Mass runs social service agencies in the Boston area. I'll be sitting on the Board of Directors effective January 2011. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 01/01/2011 ADDRESS: 441 Center Street, Jamaica Plain MA 02130, United States DESCRIPTION: I will be on the board of directors 5) OUTSIDE LIFE AND HEALTH, DBA RASKIN PLANNING GROUP POSITION: Agent NATURE: group insurance, non-crump related life, disability insurance. Non-variable only. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 04/01/1984 ADDRESS: 175 Federal Street, Suite 1050, Boston MA 02110, United States DESCRIPTION: existing clients serviced 6) TRUSTEE OF THE PETER A. RASKIN RETIREMENT PLAN POSITION: Trustee NATURE: I am the trustee and participant of this retirement plan. I have three employees that are participants and their contributions are invested in the SEI mutual fund strategies. I do not receive any compensation from any of the investments in the plan. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1986 ADDRESS: 175 Federal Street, Suite 1050, Boston MA 02110, United States DESCRIPTION: manage the assets for my retirement account and offer investments for my employees. 7) TRUSTEE FOR THE CHARLES H. RASKIN REVOCABLE TRUST POSITION: Trustee NATURE: I am the trustee. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/04/2018 ADDRESS: 55 Huntington Avenue, Sharon MA 02067, United States DESCRIPTION: manage assets. I will not receive any fees. 8) INDEXED ANNUITIES - RASKIN PLANNNG GROUP POSITION: Agent, Owner NATURE: If appropriate, I recommend indexed annuities to clients. I've only sold Lincoln indexed annuities, but would consider other annuities through crump. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2010 ADDRESS: 175 Federal Street - suite 150, boston MA 02110, United States DESCRIPTION: I'll recommend approved indexed annuities if appropriate for the client. Only through an Osaic approved vendor.

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-07-18
• S63 Uniform Securities Agent State Law Examination
  1984-10-12