Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Murphy is a financial professional with over 8 years of experience in the financial services industry. Daniel is currently registered with Charles Schwab & CO., Inc. and has been in this role since February 2023. Prior to that, Daniel held roles with TD Ameritrade, Inc. and Fifth Third Securities, Inc. Daniel has a strong background in financial planning, portfolio management, and investment advisory services. Daniel is dedicated to helping clients achieve their financial goals. Daniel holds the Series 7, 63, 66, 4 and 24 licenses.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
MO
12/19/2024 - Present
Charles Schwab & CO., Inc. (St Louis MO)
MO
10/20/2020 - 02/20/2023
TD AMERITRADE, INC. (ST. LOUIS MO)
MO
08/05/2015 - 02/03/2016
FIFTH THIRD SECURITIES, INC. (ELLISVILLE MO)
MO
12/02/2014 - 04/17/2015
PNC INVESTMENTS (ARNOLD MO)
BC
Issued 10/28/2020
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 02/26/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/31/2024
Series 24 - General Securities Principal Examination
BC
Issued 09/20/2023
Series 4 - Registered Options Principal Examination
BC
Issued 10/20/2020
Series 7TO - General Securities Representative Examination
BC
Issued 08/25/2020
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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