Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrei? Claim Your ProfileAndrei J Murphy is an investment advisor representative, currently registered with Brokers International Financial Services, LLC. Andrei J Murphy has been working in the financial services industry for over 10 years and has a Series 6, Series 63, Series 65, and Series 6TO licenses. Andrei J Murphy is also registered as an investment advisor representative in Iowa and Texas. In addition to his work with Brokers International Financial Services, LLC, Andrei J Murphy also owns and operates Insurance Solutions of Iowa and Retirement Solutions of Iowa LLC. Andrei J Murphy's primary area of focus is in financial planning and investment advisory services. Andrei J Murphy specializes in providing financial planning and investment advisory services to individuals, corporations, and charitable organizations.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
Percentage of assets managed by third-party advisor firms
1
2
IA
01/02/2024 - Present
Brokers International Financial Services, LLC (URBANDALE IA)
IA
01/14/2013 - 03/18/2013
ING FINANCIAL ADVISERS, LLC (DES MOINES IA)
IA
Issued 01/04/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/13/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/05/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/18/2019
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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