Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Thomas Murphy is a financial advisor with Private Advisor Group, LLC. Daniel has been in the financial services industry since 1985. Daniel has a wide range of experience and expertise in financial planning, portfolio management, and investment strategies. Daniel is committed to providing clients with personalized financial advice and guidance. Daniel holds the Series 6, 7, 22, and 63 licenses. Daniel is a Certified Financial Planner.
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.
Solicitation/referral
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.
Solicitor/referral fees
1
2
NJ
07/26/2024 - Present
Private Advisor Group, LLC (MORRISTOWN NJ)
OH
09/12/2014 - 10/08/2015
STERNE AGEE FINANCIAL SERVICES, INC. (CINCINNATTI OH)
OH
05/20/1994 - 09/12/2014
WRP INVESTMENTS, INC. (CINCINNATTI OH)
PA
08/17/1989 - 05/20/1994
AMERICAN CAPITAL CORPORATION (VALLEY FORGE PA)
NY
08/09/1989 - 09/20/1989
NEW ENGLAND SECURITIES CORPORATION (NEW YORK NY)
GA
08/12/1987 - 06/07/1989
FSC SECURITIES CORPORATION (ATLANTA GA)
NA
08/15/1985 - 09/02/1987
WADDELL & REED, INC.
BC
Issued 12/20/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/1987
Series 7 - General Securities Representative Examination
BC
Issued 02/28/1986
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 08/14/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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