Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel John Murphy is a financial advisor with over 40 years of experience in the industry. Daniel is currently registered with Osaic Wealth, Inc. and has a strong background in providing comprehensive financial planning and investment management services to individuals, families, businesses, and charitable organizations. Daniel is a Certified Financial Planner and a Chartered Financial Analyst. Daniel has held prior registrations with Sagepoint Financial, Inc., LPL Financial, LLC, Umpqua Investments, Inc., Morgan Stanley Smith Barney, Citigroup Global Markets Inc., Wachovia Securities, LLC, Prudential Securities Incorporated, 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.
A percentage of the total value of assets under management is charged.
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2
OR
09/01/2023 - Present
Osaic Wealth, Inc. (LAKE OSWEGO OR)
OR
09/01/2020 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (LAKE OSWEGO OR)
OR
02/01/2018 - 09/11/2020
LPL FINANCIAL LLC (LAKE OSWEGO OR)
OR
06/17/2009 - 01/17/2018
UMPQUA INVESTMENTS, INC. (LAKE OSWEGO OR)
OR
06/01/2009 - 06/23/2009
MORGAN STANLEY SMITH BARNEY (PORTLAND OR)
OR
08/06/2004 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (PORTLAND OR)
MO
07/01/2003 - 08/13/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
01/08/1993 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
01/19/1981 - 01/12/1993
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 06/04/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/20/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 01/17/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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