Rebecca Muraszewski, financial advisor Waukesha WI
77 score

Rebecca Muraszewski

CRD Number: 6026604
Current Firm: Raymond James Financial Services Advisors, Inc.

Rebecca Muraszewski (CRD# 6026604) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Waukesha, WI and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Kowal Investment Group LLC Waukesha, WI Mar 2015 - Current 1
Raymond James Financial Services, Inc. Waukesha, WI Mar 2015 - Current 1
Raymond James Financial Services Advisors Inc. Waukesha, WI Mar 2015 - Current 1
Robert W Baird & Company Incorporated Milwaukee, WI Jan 2012 - Mar 2015 3
Us Bank National Association Milwaukee, WI Apr 2003 - Oct 2011 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2013
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Rebecca J. Muraszewski
Phone Number: 727-567-5877
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    64,210
    MILLIONS
  • Total Number of Accounts
    224,839
    ACCOUNTS
  • Average Account Value
    $285,581
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
77

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