Unclaimed
Elizabeth Anne Murphy is a financial advisor with over 25 years of experience in the industry. Elizabeth has been with Raymond James Financial Services Advisors, Inc. since 2000 and is a Certified Financial Planner. Elizabeth is registered to provide investment advice in Oregon and Texas. Elizabeth also provides other financial services such as financial planning, pension consulting, and educational seminars.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
OR
04/29/2021 - Present
Raymond James Financial Services Advisors, Inc. (Ashland OR)
NY
12/12/1996 - 08/08/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 01/03/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/02/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/13/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 10/21/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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