Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erin? Claim Your ProfileErin Murphy is a financial advisor with over 20 years of experience in the financial services industry. Erin has a strong background in helping clients with their financial goals. Erin is currently registered with Morgan Stanley. Erin has previously worked at Raymond James Financial Services, Inc., Raymond James & Associates, Inc., Waddell & Reed, and UBS Financial Services Inc. Erin is registered in over 50 states for both investment advisory and broker-dealer activity. Erin offers a wide range of financial services including portfolio management, financial planning, and asset allocation advice. Erin is committed to providing her clients with personalized service and helping them achieve their financial goals.
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
MO
09/22/2022 - Present
Morgan Stanley (Kansas City MO)
FL
04/07/2022 - 09/19/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
FL
11/09/2021 - 09/19/2022
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
KS
12/05/2011 - 08/23/2021
WADDELL & REED (OVERLAND PARK KS)
MO
03/12/2010 - 11/29/2010
MORGAN STANLEY SMITH BARNEY (KANSAS CITY MO)
MO
04/02/2001 - 03/03/2010
UBS FINANCIAL SERVICES INC. (KANSAS CITY MO)
BOTH
Issued 12/30/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/19/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/05/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/07/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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