Unclaimed
Bryan P. Murray is a financial advisor with over 10 years of experience in the industry. Bryan has a strong track record of success in helping clients achieve their financial goals. Bryan currently works at Osaic FA, Inc. Bryan is a Registered Representative and Investment Advisor Representative holding Series 6, 7, 63, and 65 licenses. Bryan has experience in providing financial planning, portfolio management, and retirement planning services to individuals, families, and businesses. Bryan also offers a range of insurance products, including disability, LTC insurance, fixed annuities, equity indexed annuities, and traditional life insurance.
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.
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.
Retirement plan consulting services provided on a limited basis.
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.
1
2
NJ
05/19/2015 - Present
Osaic FA, Inc. (PARAMUS NJ)
PA
06/15/2013 - 08/20/2013
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
IA
Issued 05/13/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/26/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/2015
Series 7 - General Securities Representative Examination
BC
Issued 06/14/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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