Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Crystal? Claim Your ProfileCrystal Murphy is a financial advisor who has been working in the industry since 1995. Currently, she is an investment advisor representative (IAR) with Morgan Stanley, registered with Florida. Crystal has also worked for other firms including Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., Charles Schwab & Co., Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Paine Webber Incorporated, NationsSecurities, and Smith Barney Shearson Inc. Crystal holds several licenses and designations, including Series 63, Series 10, Series 9, SIE, Series 31, and Series 7. She is registered to provide investment advisory services in Florida, Georgia, and South Carolina.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
FL
06/01/2009 - Present
Morgan Stanley (TALLAHASSEE FL)
FL
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (TALLAHASSEE FL)
FL
03/15/2002 - 04/02/2007
MORGAN STANLEY DW INC. (TALLAHASSEE FL)
TX
09/27/2001 - 04/10/2002
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NY
01/04/1996 - 01/25/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NJ
07/21/1994 - 08/16/1994
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NA
03/23/1994 - 04/11/1994
NATIONSSECURITIES
NY
07/28/1993 - 03/07/1994
SMITH BARNEY SHEARSON INC. (NEW YORK NY)
NY
05/11/1993 - 06/30/1993
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 10/02/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/11/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/30/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/25/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 05/10/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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