Unclaimed
Brian Murphy is a registered representative at UBS Financial Services Inc. Brian has been in the financial services industry since January 2024 and holds a Series 66 license. Brian is registered with the state of New York. The firm has its main office in Weehawken, New Jersey. UBS Financial Services Inc. is a large firm with more than $50 billion in assets under management. The firm provides financial planning, pension consulting, educational seminars, portfolio management for individuals, and portfolio management for businesses.
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.
See schedule d - miscellaneous
1
2
NY
09/23/2024 - Present
UBS Financial Services Inc. (NEW YORK NY)
Active
Inactive
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