Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel V Murphy is a registered representative and investment advisor representative with Morgan Stanley. Daniel has been working in the financial industry since February 3, 1998. Daniel is registered with the Securities and Exchange Commission and the Financial Industry Regulatory Authority. Daniel is also registered with the state of Texas as an investment advisor representative.
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
08/19/2018 - Present
Morgan Stanley (Orlando FL)
FL
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (FT. LAUDERDALE FL)
FL
02/04/1998 - 04/02/2007
MORGAN STANLEY DW INC. (SARASOTA FL)
IA
Issued 02/26/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/18/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/30/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/30/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/1998
Series 7 - General Securities Representative Examination
BC
Issued 08/28/1996
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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