Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Regina Murphy is a financial advisor with over 20 years of experience in the financial services industry. Amy is currently registered with Osaic Wealth, Inc. Prior to joining Osaic Wealth, Inc., Amy was a registered representative with TRIAD ADVISORS LLC and Ameritas Investment Company, LLC. Amy holds Series 6, 7 and 63 licenses as well as the SIE exam. Amy is committed to providing her clients with personalized financial advice and guidance. Amy helps her clients with a variety of financial planning needs, including retirement planning, college savings, and estate planning. Amy also provides investment management services to individuals and families.
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
PA
08/23/2024 - Present
Osaic Wealth, Inc. (Wayne PA)
PA
02/02/2023 - 08/23/2024
TRIAD ADVISORS LLC (Wayne PA)
PA
06/30/2006 - 01/25/2023
AMERITAS INVESTMENT COMPANY, LLC (WAYNE PA)
PA
01/11/2005 - 06/30/2006
CARILLON INVESTMENTS, INC. (WAYNE PA)
PA
03/10/2004 - 11/11/2004
VANGUARD MARKETING CORPORATION (MALVERN PA)
BC
Issued 03/17/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/2012
Series 7 - General Securities Representative Examination
BC
Issued 03/09/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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