Michael John Rukujzo
Professional Summary
Michael John Rukujzo, who also goes by Mrj Financial, was a registered financial advisor. Michael was a previously registered financial advisor and started their career in finance 1985 - 2022. Michael had worked at 9 firms and has passed the Series 65, Series 63, Series 57TO, Series 7TO, Series 6TO, SIE, Series 3, Series 55, Series 7, Series 6, Series 30, Series 28, Series 4, Series 24 and Series 26 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Mrj Financial
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
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Years of Experience
41 years in the financial services industry
Current & Past Employments
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Current Firm
AMERICAN TRUST INVESTMENT SERVICES ADVISORY | PEERSON & COMPANY, INC. | PEERSON & COMPANY INVESTMENT SERVICES | AMERICAN TRUST INVESTMENT SERVICES, INC.
Contact Information
Main Address
910 S El Camino Real Suite 200, Whiting, IN 46394Mailing Address
9040 Town Center Parkway, Lakewood Ranch, FL 34202Phone Number
(949) 524-2742Established
Indiana since 12/23/1968Firm Type
CorporationFiscal Year End
DecemberFirm Size
SmallFINRA licenses (52 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
Disclosures
Regulatory Event
5Arbitration
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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.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6TO — Investment Company Products/Variable Contracts Representative Examination
Passed Jan 2023About the Series 6TO examSeries 55 — Limited Representative-Equity Trader Exam
Passed Jun 2004Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Jul 1985About the Series 6 examSeries 28 — Introducing Broker/Dealer Financial Operations Principal Examination
Passed Sep 2005About the Series 28 examSeries 26 — Investment Company Products/Variable Contracts Principal Examination
Passed Apr 1989About the Series 26 examSimilar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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