Unclaimed
Andrew Murphy is a financial professional with over 5 years of experience in the industry. Andrew is a registered representative and investment advisor representative with Eagle Strategies LLC. Andrew is licensed to sell securities in 17 states, including New York, where Andrew is also registered as an investment advisor. Andrew's specializations include retirement planning, insurance, and investment strategies. Andrew also provides financial planning and educational seminars. Andrew is committed to providing clients with personalized service and helping them reach their financial goals.
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.
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
NY
08/02/2021 - Present
Eagle Strategies LLC (FAYETTEVILLE NY)
IA
Issued 07/16/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/03/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/24/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/06/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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