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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eileen? Claim Your ProfileEileen Murphy is a financial advisor with over 37 years of experience in the financial services industry. She currently works at Raymond James & Associates, Inc., having joined the firm in 2016. Prior to Raymond James, Eileen was employed with DEUTSCHE BANK SECURITIES INC. for 15 years, working in their New York office. Eileen holds a Series 7, 8, 9, 10, 63, and 65 licenses, and is registered in 32 states and the District of Columbia. Eileen specializes in providing financial planning, portfolio management, and pension consulting services to individual, business, and institutional clients.
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.
Please see note in schedule d - miscellaneous
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.
1
2
MA
03/10/2022 - Present
Raymond James & Associates, Inc. (Boston MA)
MA
01/13/2001 - 09/06/2016
DEUTSCHE BANK SECURITIES INC. (BOSTON MA)
MD
09/01/1997 - 01/13/2001
DB ALEX. BROWN LLC (BALTIMORE MD)
NA
11/25/1987 - 09/01/1997
ALEX. BROWN & SONS INCORPORATED
NA
11/21/1984 - 11/19/1987
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 03/31/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/05/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/17/1990
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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