Unclaimed
Amy Murray is a financial advisor with Janney Montgomery Scott LLC. She has been in the financial services industry since 2002. Amy holds the Series 7, 9, 10, 63 and 65 licenses and has a background in portfolio management. Amy Murray is a Registered Representative of Janney Montgomery Scott LLC and an Investment Adviser Representative of Janney Montgomery Scott LLC.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
PA
05/10/2021 - Present
Janney Montgomery Scott LLC (LANCASTER PA)
PA
10/31/2017 - 01/07/2020
WELLS FARGO CLEARING SERVICES, LLC (LEMOYNE PA)
PA
04/25/2014 - 08/02/2017
MORGAN STANLEY (LANCASTER PA)
PA
01/30/2002 - 04/22/2014
WELLS FARGO ADVISORS, LLC (READING PA)
IA
Issued 03/09/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/27/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/17/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/04/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/29/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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