Unclaimed
George Murphy is a financial advisor at Wells Fargo Advisors Financial Network, LLC. He is based in Westport, CT and has been in the financial services industry since 1980. George has a wide range of experience, having previously worked at Wells Fargo Clearing Services, LLC, Citigroup Global Markets Inc., A. G. Edwards & Sons, Inc., and E. F. Hutton & Company Inc. George is registered with FINRA and holds the Series 3, 7, and 63 licenses. He specializes in providing financial planning, investment consulting services to institutional clients, and portfolio management for businesses and individuals.
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.
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.
Investment consulting services to institutional clients
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
CT
04/18/2024 - Present
Wells Fargo Advisors Financial Network, LLC (WESTPORT CT)
CT
05/01/2009 - 04/18/2024
WELLS FARGO CLEARING SERVICES, LLC (WESTPORT CT)
CT
10/04/1999 - 05/21/2009
CITIGROUP GLOBAL MARKETS INC. (WESTPORT CT)
MO
11/18/1986 - 10/08/1999
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NA
12/31/1980 - 11/25/1986
E. F. HUTTON & COMPANY INC
BC
Issued 07/24/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/1982
Series 3 - National Commodity Futures Examination
BC
Issued 12/20/1980
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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