Unclaimed
Charles Murphy is a registered representative with Commonwealth Financial Network in BRAINTREE, MA. Charles has been in the securities industry since March 25, 1992. Charles is licensed in 14 states and the District of Columbia. Charles specializes in providing financial planning and investment advice to individuals, businesses, and retirement plans. Charles has been with Commonwealth Financial Network since February 2006.
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.
1
2
MA
01/16/2014 - Present
Commonwealth Financial Network (BRAINTREE MA)
NY
03/25/1992 - 01/30/2006
NEW ENGLAND SECURITIES (NEW YORK NY)
IA
Issued 12/23/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/06/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/2009
Series 7 - General Securities Representative Examination
BC
Issued 03/23/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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