Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Candy? Claim Your ProfileCandy D Murphy is a financial advisor currently registered with Osaic Wealth, Inc. Candy has been working in the financial industry since July 12, 2005 and holds both Series 7 and Series 66 licenses. Candy has experience working with a variety of clients, including high-net-worth individuals, pension and profit-sharing plans, corporations, and individuals. Candy's expertise includes financial planning, portfolio management for businesses and individuals, and pension consulting. Candy is also a registered investment advisor and provides investment advisory services through Securities America Advisors, 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.
A percentage of the total value of assets under management is charged.
1
2
FL
06/14/2024 - Present
Osaic Wealth, Inc. (CRYSTAL RIVER FL)
FL
07/17/2020 - 06/14/2024
SECURITIES AMERICA, INC. (CRYSTAL RIVER FL)
FL
01/28/2011 - 07/17/2020
INVESTACORP, INC. (CRYSTAL RIVER FL)
FL
07/13/2005 - 02/02/2011
RAYMOND JAMES & ASSOCIATES, INC. (CRYSTAL RIVER FL)
BOTH
Issued 07/22/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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