Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benjamin? Claim Your ProfileBenjamin Murphy is a financial professional with over 30 years of experience in the financial services industry. Benjamin is currently registered with Osaic Wealth, Inc. in New York and Florida. Prior to joining Osaic Wealth, Inc., Benjamin was associated with Securities America, Inc. and Invest Financial Corporation. Benjamin specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and charitable organizations. Benjamin has a proven track record of success in helping clients achieve 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.
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
NY
06/14/2024 - Present
Osaic Wealth, Inc. (MECHANICVILLE NY)
NY
12/01/2017 - 06/14/2024
SECURITIES AMERICA, INC. (MECHANICVILLE NY)
NY
11/19/2013 - 12/06/2017
INVEST FINANCIAL CORPORATION (MECHANICVILLE NY)
NY
12/02/2010 - 11/21/2013
NFP SECURITIES, INC. (LATHAM NY)
NY
04/30/2009 - 12/08/2010
SIGNATOR INVESTORS, INC. (SARATOGA SPRINGS NY)
NY
06/07/2002 - 04/02/2009
NFP SECURITIES, INC. (LATHAM NY)
MN
07/06/2000 - 04/11/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/06/2000 - 04/11/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NJ
02/12/1987 - 07/19/1995
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 07/19/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/07/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/05/2000
Series 7 - General Securities Representative Examination
BC
Issued 02/07/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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