Paul RubackaCRD Number: 1937162
Current Firm: Cuna Brokerage Services, Inc.
Paul Rubacka (CRD# 1937162) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Syracuse, NY and has over 28 years of experience in the finance industry. Paul Rubacka has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Cadaret Grant & Co Inc.
Wells Fargo Advisors Financial Network, LLC
Cadaret Grant & Co Inc.
|Cuna Brokerage Services, Inc.||Waverly, IA||Apr 2013 - Current||4|
|Cuna Mutual Group||Waverly, IA||Apr 2013 - Current||4|
|Not With A Firm||Manlius, NY||Dec 2012 - Apr 2013||< 1|
|Northwestern Mutual Investment Services, LLC||E Syracuse, NY||Feb 2010 - Nov 2012||2|
|Northwestern Mutual Wealth Management Company||Milwaukee, WI||Feb 2010 - Nov 2012||2|
|Northwestern Mutual Investment Services, LLC||East Syracuse, NY||Jul 2009 - Nov 2012||3|
|Peter Derrenbacker||East Syracuse, NY||Jul 2009 - Nov 2012||3|
|Robert Derrenbacker||E Syracuse, NY||Jul 2009 - Nov 2012||3|
|Peter Derrenbacker||E Syracuse, NY||Apr 2009 - Jul 2009||< 1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691||Syracuse, NY||Jun 2008 - Feb 2009||< 1|
|Cadaret, Grant & Company, Inc.||Syracuse, NY||Jan 2002 - Jun 2008||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1989|
|S66||NASAA Uniform Combined State Law Examination||Oct 2008|
Total Assets Under Management1,331MILLIONS
Total Number of Accounts6,286ACCOUNTS
Average Account Value$211,803
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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