Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alek? Claim Your ProfileAlek L Murphy is an active investment advisor representative with Osaic Wealth, Inc. with an office in Council Bluffs, Iowa. Alek is registered in Arizona, Iowa, Nebraska and South Dakota. Alek has been in the industry since 2017 and has a variety of experience, including working at Woodbury Financial Services, Inc. and Mutual of Omaha Investor Services, Inc.. Alek has earned the Series 6, Series 7TO, Series 63 and Series 65 licenses. Alek also has experience in financial planning, pension consulting and educational seminars.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
IA
01/19/2024 - Present
Osaic Wealth, Inc. (COUNCIL BLUFFS IA)
IA
08/10/2020 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (COUNCIL BLUFFS IA)
NE
12/19/2017 - 08/12/2020
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)
IA
Issued 04/13/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/22/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/26/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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