Unclaimed
Anne Murray is a financial advisor with over 25 years of experience in the financial services industry. Anne is currently registered as a Registered Representative and Investment Advisor Representative with Cambridge Investment Research Advisors, Inc. She is also licensed in 21 states, and specializes in providing financial planning services, retirement planning, and investment management for individuals and families. Anne is committed to helping her clients achieve their financial goals. Prior to joining Cambridge Investment Research Advisors, Inc., Anne was a financial advisor with LPL Financial LLC, Invest Financial Corporation, Jefferson Pilot Securities Corporation, and MetLife Securities Inc.
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.
Solicitation fees from 3rd party money managers
1
2
NH
04/05/2021 - Present
Cambridge Investment Research Advisors, Inc. (North Hampton NH)
NH
02/14/2018 - 04/08/2021
LPL FINANCIAL LLC (CONCORD NH)
NH
08/30/2007 - 02/14/2018
INVEST FINANCIAL CORPORATION (HAMPTON NH)
NH
08/18/2006 - 09/10/2007
JEFFERSON PILOT SECURITIES CORPORATION (HAMPTON NH)
NH
01/21/2005 - 08/25/2006
METLIFE SECURITIES INC. (HAMPTON NH)
NH
01/21/2005 - 08/25/2006
METROPOLITAN LIFE INSURANCE COMPANY (HAMPTON NH)
WI
01/13/2003 - 01/26/2005
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
MA
10/12/2000 - 12/31/2002
INVESTORS CAPITAL CORP. (LYNNFIELD MA)
NE
10/29/1998 - 12/31/1999
LSA SECURITIES, INC. (LINCOLN NE)
IL
02/01/1997 - 10/29/1998
LINCOLN BENEFIT FINANCIAL SERVICES, INC. (NORTHBROOK IL)
MA
02/03/1994 - 03/09/1995
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NY
11/16/1992 - 12/31/1993
NEW ENGLAND SECURITIES (NEW YORK NY)
IA
Issued 08/03/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/04/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/23/2015
Series 24 - General Securities Principal Examination
BC
Issued 07/16/2003
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/2014
Series 7 - General Securities Representative Examination
BC
Issued 11/12/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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