Rebecca MuraszewskiCRD 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 4 years of experience in the finance industry.
Financial Service Group Inc.
Fortress Planning Group
Cedarpoint Investment Advisors, Inc.
|Kowal Investment Group LLC||Waukesha, WI||Mar 2015 - Current||2|
|Raymond James Financial Services, Inc.||Waukesha, WI||Mar 2015 - Current||2|
|Raymond James Financial Services Advisors Inc.||Waukesha, WI||Mar 2015 - Current||2|
|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|
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
Total Assets Under Management64,210MILLIONS
Total Number of Accounts224,839ACCOUNTS
Average Account Value$285,581
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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