Unclaimed
Craig Murphey is an investment advisor representative at Stifel, Nicolaus & Company, Inc. Craig has been in the industry since June 1995. Craig is registered with the state of Georgia and is also registered as a resident advisor in Texas. Craig has passed the Series 63, Series 65, Series 7 and Series 31 exams. Craig has previously worked at UBS Financial Services Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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
GA
01/07/2015 - Present
Stifel, Nicolaus & Company, Inc. (MACON GA)
GA
06/29/2001 - 08/14/2009
UBS FINANCIAL SERVICES INC. (MACON GA)
NY
06/07/1995 - 07/11/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 06/28/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/28/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 06/06/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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