Paul M. Grabski
Professional summary
Paul Matthew Grabski, who also goes by Paul M. Grabski, is a registered financial advisor currently at TWIN HARBORS WEALTH MANAGEMENT LLC located in Aberdeen, Washington.
Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Paul has worked at 4 firms and has passed the Series 66, Series 63, Series 7TO, SIE, Series 7, Series 10 and Series 9 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Paul Matthew Grabski's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 17, 2020 - Present
TWIN HARBORS WEALTH MANAGEMENT LLC
Office #1: 110 West Market Suite 206, Aberdeen, WA 98520February 10, 2009 - June 17, 2020
D.A. DAVIDSON & CO.
February 9, 2009 - June 17, 2020
D.A. DAVIDSON & CO.
August 12, 2006 - November 30, 2007
UBS FINANCIAL SERVICES INC.
August 12, 2006 - November 30, 2007
UBS FINANCIAL SERVICES INC.
December 28, 2001 - August 12, 2006
PIPER SANDLER & CO.
March 5, 1992 - August 12, 2006
PIPER SANDLER & CO.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/17/2020)
Exams
Series 7TO
Date: 2/20/2024
General Securities Representative ExaminationCurrent Firm
TWIN HARBORS WEALTH MANAGEMENT LLC
CRD#: 310260 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 121 |
| AUM (Assets Under Management) | $ 42,730,551 |
Red Flags
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Company Information
TWIN HARBORS WEALTH MANAGEMENT LLC
CRD#: 310260Aberdeen, WA 98520TRUST BUT VERIFY
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