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Marc Eric Rueffer

CFD Investments, Inc.

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About Marc Eric Rueffer

Marc Rueffer is a financial advisor with CFD Investments, Inc. in Carmel, Indiana. Marc has been in the financial industry since 1989. He is registered with the state of Indiana and holds Series 6 and Series 63 licenses. Marc has been in the financial industry for over 30 years, and has a long history of providing investment advice to clients. He is dedicated to helping his clients achieve their financial goals.

Firm Information

Marc Rueffer is currently registered with CFD Investments, Inc.. CFD Investments, Inc. is a Corporation that was formed in December 1986. The firm is registered with the Securities and Exchange Commission (SEC) and in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

18

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Marc Rueffer’s Registration & Firm History

IN

01/03/2023 - Present

CFD Investments, Inc. (Carmel IN)

IN

01/05/2015 - 12/31/2022

THE O.N. EQUITY SALES COMPANY (CARMEL IN)

IN

07/29/1996 - 11/17/2014

ONEAMERICA SECURITIES, INC. (CARMEL IN)

IN

07/29/1996 - 12/17/2001

AMERICAN UNITED LIFE INSURANCE COMPANY (INDIANAPOLIS IN)

MA

12/22/1988 - 07/23/1996

JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)

MA

12/22/1988 - 07/23/1996

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)

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Licenses & Designations

BC

Issued 09/19/1988

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/21/1988

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Marc Eric Rueffer. Review regulatory record here.
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