Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Catherine? Claim Your ProfileCatherine Murphy leopold is an active registered representative with Equitable Advisors, LLC, working in the Fort Lauderdale, FL office. Catherine Murphy leopold has been in the securities industry since December 23, 2011 and has passed Series 6, 7, 24 and 66 exams. Catherine Murphy leopold previously worked at Pruco Securities, LLC. and Morgan Stanley. Catherine Murphy leopold is also an adjunct professor at Nova Southeastern University and is a board member of the Greater Sunrise Chamber of Commerce.
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
05/03/2023 - Present
Equitable Advisors, LLC (FT. LAUDERDALE FL)
FL
04/02/2019 - 05/10/2023
PRUCO SECURITIES, LLC. (BOCA RATON FL)
FL
02/21/2014 - 04/01/2019
MORGAN STANLEY (PLANTATION FL)
FL
11/18/2011 - 01/15/2014
SIGNATOR INVESTORS, INC. (BOCA RATON FL)
BOTH
Issued 03/17/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/08/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/2014
Series 7 - General Securities Representative Examination
BC
Issued 11/17/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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