Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Graham? Claim Your ProfileGraham Murray is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Graham has over 20 years of experience in the financial services industry. He is registered in 28 states and is Series 7, 31, 63, and 65 licensed. Graham is committed to providing personalized financial advice and investment management services to his clients. He specializes in a variety of investment strategies, including portfolio management, financial planning, and retirement planning. Graham is a valuable resource for individuals and families seeking to 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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
06/05/2012 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (DARIEN CT)
CT
04/02/2007 - 11/06/2007
MORGAN STANLEY & CO., INCORPORATED (WILTON CT)
CT
05/22/2000 - 04/02/2007
MORGAN STANLEY DW INC. (WILTON CT)
NY
04/07/2000 - 05/17/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 05/26/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/20/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 04/06/2000
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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